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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 | $7,968 | $111,814-92.9% | $103,378-92.3% | $145,978-94.5% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 8.79% | 24.80%-16.0pp | 24.91%-16.1pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,864 | $4,215-55.8% | $3,870-51.8% | $4,662-60.0% |
| Participant deferral / active EE | $2,350 | $5,618-58.2% | $5,058-53.5% | $6,690-64.9% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |