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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 | $12,817 | $56,894-77.5% | $84,753-84.9% | $62,881-79.6% |
| Participation rate | 90.9% | 68.5%+22.4pp | 76.6%+14.3pp | 69.3%+21.6pp |
| Annual return | -2.52% | 6.30%-8.8pp | 22.78%-25.3pp | 20.14%-22.7pp |
| Employer contribution / active EE | $1,189 | $2,400-50.4% | $3,574-66.7% | $2,281-47.9% |
| Participant deferral / active EE | $1,275 | $2,709-52.9% | $3,712-65.7% | $3,203-60.2% |
| Admin fee / account holder | $130 | $3,581-96.4% | $5,333-97.6% | $4,296-97.0% |