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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 | $4,976 | $81,262-93.9% | $155,602-96.8% | $80,911-93.9% |
| Participation rate | 78.3% | 66.2%+12.0pp | 78.2%+0.1pp | 67.6%+10.6pp |
| Annual return | 9.59% | 33.34%-23.8pp | 64.81%-55.2pp | 35.63%-26.0pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $936 | $3,451-72.9% | $5,629-83.4% | $4,297-78.2% |
| Admin fee / account holder | $145 | $7,992-98.2% | $15,923-99.1% | $6,935-97.9% |