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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 | $10,564 | $135,956-92.2% | $123,894-91.5% | $273,972-96.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 0.41% | 56.63%-56.2pp | 47.52%-47.1pp | 41.46%-41.0pp |
| Employer contribution / active EE | $2,060 | $5,170-60.1% | $4,617-55.4% | $4,869-57.7% |
| Participant deferral / active EE | $3,608 | $6,343-43.1% | $5,984-39.7% | $5,287-31.8% |
| Admin fee / account holder | $108 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |