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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 | $9,476 | $45,050-79.0% | $63,018-85.0% | $70,126-86.5% |
| Participation rate | 97.6% | 69.5%+28.1pp | 74.8%+22.8pp | 69.5%+28.1pp |
| Annual return | 10.09% | 18.76%-8.7pp | 87.62%-77.5pp | 73.15%-63.1pp |
| Employer contribution / active EE | $721 | $2,052-64.9% | $2,761-73.9% | $2,343-69.2% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $274 | $2,834-90.3% | $3,601-92.4% | $4,645-94.1% |