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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 | $8,420 | $90,486-90.7% | $78,676-89.3% | $273,972-96.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.51% | 75.62%-74.1pp | 62.19%-60.7pp | 41.46%-39.9pp |
| Employer contribution / active EE | $1,393 | $3,175-56.1% | $2,850-51.1% | $4,869-71.4% |
| Participant deferral / active EE | $1,442 | $3,901-63.0% | $3,517-59.0% | $5,287-72.7% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |