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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 | $12,974 | $77,472-83.3% | $100,392-87.1% | $80,935-84.0% |
| Participation rate | 80.6% | 76.9%+3.7pp | 81.5%-0.9pp | 67.7%+13.0pp |
| Annual return | 3.19% | 37.26%-34.1pp | 49.45%-46.3pp | 35.66%-32.5pp |
| Employer contribution / active EE | $8,390 | $2,800+199.6% | $3,941+112.9% | $2,757+204.3% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,090-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,885-100.0% | $7,904-100.0% | $6,924-100.0% |