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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 | $13,475 | $100,060-86.5% | $149,721-91.0% | $70,126-80.8% |
| Participation rate | 94.1% | 83.6%+10.5pp | 87.1%+7.1pp | 69.5%+24.6pp |
| Annual return | 7.80% | 27.46%-19.7pp | 1501.67%-1493.9pp | 73.15%-65.3pp |
| Employer contribution / active EE | $2,302 | $3,661-37.1% | $5,444-57.7% | $2,343-1.7% |
| Participant deferral / active EE | $4,458 | $4,982-10.5% | $6,568-32.1% | $3,332+33.8% |
| Admin fee / account holder | $29 | $8,285-99.6% | $11,282-99.7% | $4,645-99.4% |