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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 | $10,532 | $104,937-90.0% | $84,628-87.6% | $152,897-93.1% |
| Participation rate | 70.0% | 74.8%-4.8pp | 68.2%+1.8pp | 82.5%-12.5pp |
| Annual return | 4.55% | 373.88%-369.3pp | 258.80%-254.3pp | 345.43%-340.9pp |
| Employer contribution / active EE | $1,470 | $3,303-55.5% | $2,653-44.6% | $4,764-69.1% |
| Participant deferral / active EE | $1,684 | $4,690-64.1% | $3,900-56.8% | $5,851-71.2% |
| Admin fee / account holder | $134 | $6,243-97.9% | $4,914-97.3% | $11,599-98.8% |