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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 | $10,599 | $53,128-80.1% | $86,582-87.8% | $70,126-84.9% |
| Participation rate | 73.5% | 65.3%+8.2pp | 73.5%0pp | 69.5%+4.0pp |
| Annual return | 10.15% | 27.66%-17.5pp | 965.08%-954.9pp | 73.15%-63.0pp |
| Employer contribution / active EE | $421 | $2,068-79.6% | $2,839-85.2% | $2,343-82.0% |
| Participant deferral / active EE | $1,263 | $2,695-53.1% | $3,609-65.0% | $3,332-62.1% |
| Admin fee / account holder | $99 | $3,584-97.2% | $4,904-98.0% | $4,645-97.9% |