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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 | $5,522 | $54,757-89.9% | $90,304-93.9% | $72,975-92.4% |
| Participation rate | 96.6% | 65.2%+31.4pp | 73.3%+23.3pp | 69.5%+27.1pp |
| Annual return | 5.63% | 30.63%-25.0pp | 78.13%-72.5pp | 81.01%-75.4pp |
| Employer contribution / active EE | $510 | $2,093-75.6% | $2,855-82.1% | $2,440-79.1% |
| Participant deferral / active EE | $1,006 | $2,887-65.1% | $3,885-74.1% | $3,608-72.1% |
| Admin fee / account holder | $123 | $3,973-96.9% | $5,354-97.7% | $5,124-97.6% |