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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 | $12,916 | $65,395-80.2% | $182,540-92.9% | $72,975-82.3% |
| Participation rate | 76.0% | 65.4%+10.6pp | 78.0%-2.0pp | 69.5%+6.5pp |
| Annual return | 10.62% | 27.68%-17.1pp | 148.58%-138.0pp | 81.01%-70.4pp |
| Employer contribution / active EE | $3,099 | $1,911+62.2% | $4,076-24.0% | $2,440+27.0% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,525-100.0% | $3,608-100.0% |
| Admin fee / account holder | $99 | $4,245-97.7% | $8,593-98.9% | $5,124-98.1% |