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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 | $15,547 | $73,787-78.9% | $98,716-84.3% | $82,448-81.1% |
| Participation rate | 71.0% | 61.4%+9.6pp | 69.3%+1.7pp | 68.1%+2.9pp |
| Annual return | 11.85% | 18.57%-6.7pp | 31.81%-20.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $901 | $1,511-40.4% | $2,279-60.5% | $2,551-64.7% |
| Participant deferral / active EE | $2,140 | $3,081-30.6% | $4,048-47.1% | $4,139-48.3% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |