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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 | $3,343 | $57,969-94.2% | $76,327-95.6% | $80,935-95.9% |
| Participation rate | 78.4% | 73.7%+4.6pp | 79.2%-0.8pp | 67.7%+10.7pp |
| Annual return | 1.20% | 15.90%-14.7pp | 13.79%-12.6pp | 35.66%-34.5pp |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,584-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $5,478-100.0% | $4,299-100.0% |
| Admin fee / account holder | $81 | $5,670-98.6% | $5,139-98.4% | $6,924-98.8% |