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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 | $12,421 | $118,877-89.6% | $96,570-87.1% | $167,536-92.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 5.19% | 50.50%-45.3pp | 37.79%-32.6pp | 478.82%-473.6pp |
| Employer contribution / active EE | $1,602 | $3,121-48.7% | $2,357-32.0% | $4,839-66.9% |
| Participant deferral / active EE | $2,762 | $4,617-40.2% | $3,849-28.2% | $6,342-56.5% |
| Admin fee / account holder | $117 | $8,069-98.5% | $6,182-98.1% | $12,315-99.0% |