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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 | $15,531 | $63,346-75.5% | $92,240-83.2% | $70,126-77.9% |
| Participation rate | 89.8% | 68.7%+21.1pp | 76.5%+13.3pp | 69.5%+20.3pp |
| Annual return | 11.62% | 530.19%-518.6pp | 176.29%-164.7pp | 73.15%-61.5pp |
| Employer contribution / active EE | $1,823 | $2,471-26.2% | $3,680-50.4% | $2,343-22.2% |
| Participant deferral / active EE | $1,469 | $2,854-48.5% | $3,897-62.3% | $3,332-55.9% |
| Admin fee / account holder | $63 | $3,841-98.4% | $5,194-98.8% | $4,645-98.6% |