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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 | $11,817 | $181,896-93.5% | $156,551-92.5% | $273,972-95.7% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 1.63% | 30.74%-29.1pp | 32.23%-30.6pp | 41.46%-39.8pp |
| Employer contribution / active EE | $2,654 | $6,248-57.5% | $5,501-51.8% | $4,869-45.5% |
| Participant deferral / active EE | $3,691 | $5,550-33.5% | $4,871-24.2% | $5,287-30.2% |
| Admin fee / account holder | $222 | $15,560-98.6% | $13,028-98.3% | $10,133-97.8% |