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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 | $81,331-93.9% | $155,534-96.8% | $80,935-93.9% |
| Participation rate | 78.3% | 66.3%+12.0pp | 78.2%0pp | 67.7%+10.6pp |
| Annual return | 9.59% | 33.37%-23.8pp | 64.92%-55.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $936 | $3,454-72.9% | $5,630-83.4% | $4,299-78.2% |
| Admin fee / account holder | $145 | $7,999-98.2% | $15,900-99.1% | $6,924-97.9% |