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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 | $7,723 | $85,766-91.0% | $136,298-94.3% | $70,126-89.0% |
| Participation rate | 72.7% | 74.2%-1.4pp | 81.9%-9.2pp | 69.5%+3.2pp |
| Annual return | 12.81% | 31.46%-18.6pp | 5156.27%-5143.5pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,084 | $2,966-63.5% | $4,696-76.9% | $2,343-53.7% |
| Participant deferral / active EE | $2,199 | $5,051-56.5% | $6,247-64.8% | $3,332-34.0% |
| Admin fee / account holder | $296 | $5,421-94.5% | $9,244-96.8% | $4,645-93.6% |