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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 | $19,155 | $81,457-76.5% | $103,378-81.5% | $80,911-76.3% |
| Participation rate | 93.9% | 66.8%+27.1pp | 74.5%+19.4pp | 67.6%+26.3pp |
| Annual return | 2.82% | 25.58%-22.8pp | 24.91%-22.1pp | 35.63%-32.8pp |
| Employer contribution / active EE | $7,749 | $3,107+149.4% | $3,870+100.2% | $2,756+181.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $124 | $6,717-98.2% | $8,401-98.5% | $6,935-98.2% |