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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 | $81,276-92.3% | $155,574-96.0% | $80,925-92.3% |
| Participation rate | 90.7% | 66.2%+24.5pp | 78.2%+12.5pp | 67.7%+23.0pp |
| Annual return | 8.94% | 33.36%-24.4pp | 64.87%-55.9pp | 35.65%-26.7pp |
| Employer contribution / active EE | $1,333 | $3,103-57.0% | $4,676-71.5% | $2,756-51.6% |
| Participant deferral / active EE | $2,556 | $3,453-26.0% | $5,629-54.6% | $4,299-40.5% |
| Admin fee / account holder | $214 | $7,993-97.3% | $15,914-98.7% | $6,940-96.9% |