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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 | $8,588 | $81,331-89.4% | $155,534-94.5% | $80,935-89.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.06% | 33.37%-24.3pp | 64.92%-55.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $530 | $3,105-82.9% | $4,675-88.7% | $2,757-80.8% |
| Participant deferral / active EE | $1,244 | $3,454-64.0% | $5,630-77.9% | $4,299-71.1% |
| Admin fee / account holder | $147 | $7,999-98.2% | $15,900-99.1% | $6,924-97.9% |