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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 | $11,821 | $54,757-78.4% | $90,300-86.9% | $72,983-83.8% |
| Participation rate | 73.1% | 65.1%+7.9pp | 73.3%-0.2pp | 69.5%+3.6pp |
| Annual return | 0.83% | 30.63%-29.8pp | 78.11%-77.3pp | 81.01%-80.2pp |
| Employer contribution / active EE | $1,154 | $2,092-44.9% | $2,854-59.6% | $2,440-52.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,353-100.0% | $5,124-100.0% |