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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 | $9,165 | $99,345-90.8% | $84,753-89.2% | $273,972-96.7% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 1.26% | 22.93%-21.7pp | 22.78%-21.5pp | 41.46%-40.2pp |
| Employer contribution / active EE | $5,432 | $4,214+28.9% | $3,574+52.0% | $4,869+11.6% |
| Participant deferral / active EE | $4,068 | $4,270-4.7% | $3,712+9.6% | $5,287-23.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |