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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 | $57,119-87.6% | $85,187-91.7% | $80,935-91.2% |
| Participation rate | 87.9% | 56.4%+31.5pp | 67.5%+20.4pp | 67.7%+20.2pp |
| Annual return | 8.76% | 21.70%-12.9pp | 66.67%-57.9pp | 35.66%-26.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $68 | $4,990-98.6% | $6,162-98.9% | $6,924-99.0% |