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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 | $9,544 | $48,053-80.1% | $84,628-88.7% | $72,975-86.9% |
| Participation rate | 95.6% | 57.6%+38.0pp | 68.2%+27.3pp | 69.5%+26.1pp |
| Annual return | 5.66% | 37.39%-31.7pp | 258.80%-253.1pp | 81.01%-75.4pp |
| Employer contribution / active EE | $1,491 | $1,602-6.9% | $2,653-43.8% | $2,440-38.9% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $42 | $3,395-98.8% | $4,914-99.2% | $5,124-99.2% |