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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 | $16,927 | $149,778-88.7% | $118,946-85.8% | $158,966-89.4% |
| Participation rate | 85.0% | 82.1%+2.9pp | 75.4%+9.6pp | 82.0%+3.0pp |
| Annual return | 3.82% | 19.95%-16.1pp | 35.89%-32.1pp | 302.95%-299.1pp |
| Employer contribution / active EE | $1,857 | $4,117-54.9% | $3,263-43.1% | $4,762-61.0% |
| Participant deferral / active EE | $2,198 | $5,225-57.9% | $4,266-48.5% | $5,983-63.3% |
| Admin fee / account holder | $168 | $8,604-98.0% | $6,581-97.4% | $11,250-98.5% |