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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 | $9,648 | $60,119-84.0% | $90,430-89.3% | $79,858-87.9% |
| Participation rate | 94.7% | 65.0%+29.8pp | 72.7%+22.1pp | 69.6%+25.1pp |
| Annual return | 5.72% | 71.94%-66.2pp | 1293.73%-1288.0pp | 31.72%-26.0pp |
| Employer contribution / active EE | $1,189 | $2,068-42.5% | $3,262-63.6% | $2,471-51.9% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $109 | $3,976-97.3% | $5,613-98.1% | $5,306-98.0% |