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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 | $13,458 | $181,896-92.6% | $156,551-91.4% | $273,972-95.1% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 1.09% | 30.74%-29.6pp | 32.23%-31.1pp | 41.46%-40.4pp |
| Employer contribution / active EE | $2,568 | $6,248-58.9% | $5,501-53.3% | $4,869-47.2% |
| Participant deferral / active EE | $2,260 | $5,550-59.3% | $4,871-53.6% | $5,287-57.3% |
| Admin fee / account holder | $142 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |