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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 | $23,079 | $149,741-84.6% | $118,914-80.6% | $158,982-85.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 3.28% | 19.94%-16.7pp | 35.89%-32.6pp | 302.99%-299.7pp |
| Employer contribution / active EE | $1,775 | $4,119-56.9% | $3,264-45.6% | $4,763-62.7% |
| Participant deferral / active EE | $4,318 | $5,226-17.4% | $4,266+1.2% | $5,983-27.8% |
| Admin fee / account holder | $4 | $8,607-100.0% | $6,582-99.9% | $11,252-100.0% |