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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 | $3,877 | $102,938-96.2% | $94,105-95.9% | $138,895-97.2% |
| Participation rate | 87.5% | 74.6%+12.9pp | 71.9%+15.6pp | 79.9%+7.6pp |
| Annual return | 10.06% | 250.28%-240.2pp | 204.55%-194.5pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,229 | $2,732-55.0% | $2,504-50.9% | $4,194-70.7% |
| Participant deferral / active EE | $2,130 | $4,196-49.2% | $3,881-45.1% | $6,396-66.7% |
| Admin fee / account holder | $50 | $6,600-99.2% | $6,199-99.2% | $12,562-99.6% |