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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 | $6,568 | $57,828-88.6% | $117,039-94.4% | $70,126-90.6% |
| Participation rate | 98.4% | 67.1%+31.3pp | 77.2%+21.3pp | 69.5%+28.9pp |
| Annual return | 9.35% | 17.55%-8.2pp | 18.95%-9.6pp | 73.15%-63.8pp |
| Employer contribution / active EE | $1,429 | $1,816-21.3% | $3,785-62.3% | $2,343-39.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $79 | $3,548-97.8% | $5,974-98.7% | $4,645-98.3% |