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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 | $7,095 | $57,057-87.6% | $85,009-91.7% | $80,874-91.2% |
| Participation rate | 87.9% | 56.4%+31.5pp | 67.5%+20.4pp | 67.6%+20.2pp |
| Annual return | 8.76% | 21.66%-12.9pp | 66.47%-57.7pp | 35.62%-26.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $68 | $4,986-98.6% | $6,153-98.9% | $6,935-99.0% |