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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 | $4,495 | $39,028-88.5% | $80,741-94.4% | $85,856-94.8% |
| Participation rate | 75.0% | 41.6%+33.4pp | 54.2%+20.8pp | 69.3%+5.7pp |
| Annual return | 2.84% | 26.31%-23.5pp | 87.30%-84.5pp | 318.58%-315.7pp |
| Employer contribution / active EE | $2,627 | $722+263.7% | $1,160+126.4% | $2,565+2.4% |
| Participant deferral / active EE | $394 | $1,326-70.3% | $2,145-81.6% | $3,952-90.0% |
| Admin fee / account holder | $134 | $2,429-94.5% | $3,380-96.0% | $6,261-97.9% |