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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 | $14,544 | $110,137-86.8% | $161,149-91.0% | $82,637-82.4% |
| Participation rate | 80.8% | 72.4%+8.4pp | 78.8%+1.9pp | 68.1%+12.7pp |
| Annual return | 4.51% | 20.69%-16.2pp | 21.16%-16.6pp | 53.51%-49.0pp |
| Employer contribution / active EE | $3,877 | $2,856+35.7% | $4,360-11.1% | $2,552+51.9% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $9,467-100.0% | $15,194-100.0% | $7,339-100.0% |