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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 | $9,494 | $56,054-83.1% | $171,082-94.5% | $62,881-84.9% |
| Participation rate | 77.8% | 62.9%+14.9pp | 76.7%+1.1pp | 69.3%+8.5pp |
| Annual return | 1.26% | 22.52%-21.3pp | 32.56%-31.3pp | 20.14%-18.9pp |
| Employer contribution / active EE | $336 | $1,731-80.6% | $4,002-91.6% | $2,281-85.3% |
| Participant deferral / active EE | $1,530 | $3,158-51.6% | $4,797-68.1% | $3,203-52.2% |
| Admin fee / account holder | $98 | $3,647-97.3% | $8,520-98.9% | $4,296-97.7% |