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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 | $110,337-91.5% | $102,383-90.9% | $145,877-93.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 5.83% | 24.83%-19.0pp | 24.94%-19.1pp | 551.28%-545.4pp |
| Employer contribution / active EE | $3,284 | $4,216-22.1% | $3,870-15.1% | $4,663-29.6% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $44 | $9,750-99.5% | $8,391-99.5% | $13,402-99.7% |