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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 | $9,719 | $64,324-84.9% | $118,914-91.8% | $79,856-87.8% |
| Participation rate | 98.1% | 64.9%+33.3pp | 75.4%+22.7pp | 69.6%+28.5pp |
| Annual return | 9.05% | 86.45%-77.4pp | 35.89%-26.8pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,919 | $1,836+4.5% | $3,264-41.2% | $2,471-22.3% |
| Participant deferral / active EE | $2,437 | $2,824-13.7% | $4,266-42.9% | $3,741-34.8% |
| Admin fee / account holder | $186 | $4,040-95.4% | $6,582-97.2% | $5,306-96.5% |