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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 | $6,337 | $57,590-89.0% | $86,233-92.7% | $82,448-92.3% |
| Participation rate | 72.5% | 57.9%+14.6pp | 69.0%+3.5pp | 68.1%+4.4pp |
| Annual return | 10.38% | 22.41%-12.0pp | 61.39%-51.0pp | 41.64%-31.3pp |
| Employer contribution / active EE | $729 | $1,655-56.0% | $2,504-70.9% | $2,551-71.4% |
| Participant deferral / active EE | $1,507 | $3,080-51.1% | $4,559-66.9% | $4,139-63.6% |
| Admin fee / account holder | $295 | $4,730-93.8% | $8,342-96.5% | $7,234-95.9% |