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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 | $16,254 | $78,423-79.3% | $95,964-83.1% | $79,856-79.6% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.1%+11.8pp | 69.6%+19.2pp |
| Annual return | 0.42% | 19.37%-18.9pp | 91.64%-91.2pp | 31.71%-31.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |