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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 | $5,927 | $78,682-92.5% | $109,188-94.6% | $85,851-93.1% |
| Participation rate | 96.9% | 68.3%+28.6pp | 75.9%+21.0pp | 69.3%+27.6pp |
| Annual return | 10.99% | 25.09%-14.1pp | 25.76%-14.8pp | 318.63%-307.6pp |
| Employer contribution / active EE | $1,584 | $2,734-42.1% | $3,723-57.5% | $2,565-38.3% |
| Participant deferral / active EE | $2,666 | $3,468-23.1% | $4,654-42.7% | $3,952-32.5% |
| Admin fee / account holder | $109 | $5,470-98.0% | $6,755-98.4% | $6,261-98.3% |