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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 | $10,258 | $54,757-81.3% | $90,300-88.6% | $72,983-85.9% |
| Participation rate | 96.6% | 65.1%+31.4pp | 73.3%+23.3pp | 69.5%+27.1pp |
| Annual return | 7.62% | 30.63%-23.0pp | 78.11%-70.5pp | 81.01%-73.4pp |
| Employer contribution / active EE | $1,854 | $2,092-11.4% | $2,854-35.0% | $2,440-24.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $94 | $3,972-97.6% | $5,353-98.3% | $5,124-98.2% |