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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 | $4,684 | $47,848-90.2% | $81,473-94.3% | $70,126-93.3% |
| Participation rate | 96.6% | 58.3%+38.3pp | 68.0%+28.6pp | 69.5%+27.0pp |
| Annual return | 11.60% | 27.25%-15.6pp | 38.78%-27.2pp | 73.15%-61.5pp |
| Employer contribution / active EE | $2,123 | $1,527+39.0% | $2,568-17.3% | $2,343-9.4% |
| Participant deferral / active EE | $919 | $2,453-62.5% | $3,537-74.0% | $3,332-72.4% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |