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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 | $124,980-91.0% | $108,359-89.6% | $154,746-92.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 5.16% | 45.00%-39.8pp | 36.89%-31.7pp | 172.34%-167.2pp |
| Employer contribution / active EE | $1,106 | $2,851-61.2% | $2,399-53.9% | $4,379-74.8% |
| Participant deferral / active EE | $1,498 | $4,743-68.4% | $4,137-63.8% | $6,730-77.7% |
| Admin fee / account holder | $115 | $11,502-99.0% | $9,741-98.8% | $14,365-99.2% |