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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 | $9,911 | $58,512-83.1% | $84,020-88.2% | $72,983-86.4% |
| Participation rate | 96.9% | 61.2%+35.6pp | 69.0%+27.9pp | 69.5%+27.4pp |
| Annual return | 5.36% | 28.93%-23.6pp | 71.31%-66.0pp | 81.01%-75.7pp |
| Employer contribution / active EE | $313 | $1,163-73.1% | $1,984-84.2% | $2,440-87.2% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $136 | $4,569-97.0% | $6,101-97.8% | $5,124-97.3% |