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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 | $11,249 | $123,155-90.9% | $108,753-89.7% | $155,188-92.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 5.16% | 44.73%-39.6pp | 37.47%-32.3pp | 148.84%-143.7pp |
| Employer contribution / active EE | $1,106 | $2,811-60.7% | $2,427-54.4% | $4,248-74.0% |
| Participant deferral / active EE | $1,498 | $4,623-67.6% | $4,115-63.6% | $6,531-77.1% |
| Admin fee / account holder | $115 | $12,126-99.0% | $10,320-98.9% | $14,480-99.2% |