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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,224 | $81,358-92.4% | $155,556-96.0% | $80,959-92.3% |
| Participation rate | 90.7% | 66.3%+24.4pp | 78.2%+12.5pp | 67.7%+23.0pp |
| Annual return | 8.94% | 33.39%-24.4pp | 64.84%-55.9pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,333 | $3,106-57.1% | $4,675-71.5% | $2,757-51.7% |
| Participant deferral / active EE | $2,556 | $3,455-26.0% | $5,631-54.6% | $4,300-40.6% |
| Admin fee / account holder | $214 | $7,994-97.3% | $15,885-98.7% | $6,925-96.9% |