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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 | $8,221 | $110,379-92.6% | $102,412-92.0% | $145,884-94.4% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 8.80% | 24.84%-16.0pp | 24.94%-16.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $2,090 | $4,216-50.4% | $3,870-46.0% | $4,662-55.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $47 | $9,745-99.5% | $8,388-99.4% | $13,392-99.7% |