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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 | $7,668 | $84,236-90.9% | $170,435-95.5% | $70,126-89.1% |
| Participation rate | 91.9% | 70.8%+21.1pp | 83.6%+8.3pp | 69.5%+22.4pp |
| Annual return | 10.00% | 23.06%-13.1pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $919 | $3,387-72.9% | $5,432-83.1% | $2,343-60.8% |
| Participant deferral / active EE | $1,027 | $3,086-66.7% | $4,939-79.2% | $3,332-69.2% |
| Admin fee / account holder | $124 | $5,698-97.8% | $13,881-99.1% | $4,645-97.3% |