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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 | $5,542 | $91,559-93.9% | $133,971-95.9% | $79,852-93.1% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | 9.95% | 61.85%-51.9pp | 45.09%-35.1pp | 31.72%-21.8pp |
| Employer contribution / active EE | $588 | $2,384-75.3% | $3,919-85.0% | $2,471-76.2% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $142 | $6,321-97.7% | $8,929-98.4% | $5,306-97.3% |