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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 | $8,622 | $53,774-84.0% | $134,162-93.6% | $79,852-89.2% |
| Participation rate | 73.5% | 58.8%+14.8pp | 72.2%+1.3pp | 69.6%+3.9pp |
| Annual return | 4.95% | 19.01%-14.1pp | 36.35%-31.4pp | 31.72%-26.8pp |
| Employer contribution / active EE | $1,087 | $1,322-17.7% | $3,705-70.7% | $2,471-56.0% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16 | $3,985-99.6% | $6,685-99.8% | $5,306-99.7% |