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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 | $928 | $67,894-98.6% | $89,340-99.0% | $82,448-98.9% |
| Participation rate | 88.9% | 64.0%+24.8pp | 69.6%+19.3pp | 68.1%+20.8pp |
| Annual return | 5.43% | 19.21%-13.8pp | 20.57%-15.1pp | 41.64%-36.2pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $122 | $5,723-97.9% | $6,704-98.2% | $7,234-98.3% |