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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 | $9,328 | $110,410-91.6% | $102,437-90.9% | $145,897-93.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 5.83% | 24.85%-19.0pp | 24.95%-19.1pp | 552.29%-546.5pp |
| Employer contribution / active EE | $3,284 | $4,217-22.1% | $3,871-15.2% | $4,663-29.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $44 | $9,745-99.5% | $8,388-99.5% | $13,390-99.7% |