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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 | $1,115 | $34,316-96.8% | $74,719-98.5% | $72,983-98.5% |
| Participation rate | 84.0% | 42.4%+41.6pp | 54.5%+29.5pp | 69.5%+14.5pp |
| Annual return | 3.21% | 26.58%-23.4pp | 753.05%-749.8pp | 81.01%-77.8pp |
| Employer contribution / active EE | $161 | $692-76.7% | $1,084-85.1% | $2,440-93.4% |
| Participant deferral / active EE | $693 | $1,272-45.5% | $1,963-64.7% | $3,608-80.8% |
| Admin fee / account holder | $74 | $2,125-96.5% | $3,334-97.8% | $5,124-98.6% |