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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 | $2,757 | $48,364-94.3% | $71,796-96.2% | $62,881-95.6% |
| Participation rate | 96.0% | 60.6%+35.4pp | 69.1%+26.9pp | 69.3%+26.7pp |
| Annual return | 3.95% | 13.16%-9.2pp | 78.04%-74.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $473 | $1,042-54.6% | $1,924-75.4% | $2,281-79.3% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $124 | $3,771-96.7% | $4,815-97.4% | $4,296-97.1% |