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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 | $12,754 | $181,896-93.0% | $156,551-91.9% | $273,972-95.3% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 0.97% | 30.74%-29.8pp | 32.23%-31.3pp | 41.46%-40.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,252 | $5,550-59.4% | $4,871-53.8% | $5,287-57.4% |
| Admin fee / account holder | $20 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |