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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 | $10,327 | $48,078-78.5% | $78,676-86.9% | $62,881-83.6% |
| Participation rate | 86.3% | 65.2%+21.1pp | 73.6%+12.8pp | 69.3%+17.0pp |
| Annual return | 2.55% | 31.36%-28.8pp | 62.19%-59.6pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,091 | $2,015-45.8% | $2,850-61.7% | $2,281-52.1% |
| Participant deferral / active EE | $1,010 | $2,587-61.0% | $3,517-71.3% | $3,203-68.5% |
| Admin fee / account holder | $93 | $3,206-97.1% | $4,510-97.9% | $4,296-97.8% |