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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 | $8,287 | $46,877-82.3% | $122,354-93.2% | $70,126-88.2% |
| Participation rate | 77.1% | 58.2%+18.9pp | 71.6%+5.5pp | 69.5%+7.6pp |
| Annual return | 8.37% | 24.22%-15.9pp | 30.28%-21.9pp | 73.15%-64.8pp |
| Employer contribution / active EE | $432 | $1,288-66.5% | $4,051-89.3% | $2,343-81.6% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $138 | $3,324-95.8% | $5,479-97.5% | $4,645-97.0% |