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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 | $14,699 | $57,065-74.2% | $75,670-80.6% | $70,131-79.0% |
| Participation rate | 96.7% | 68.1%+28.6pp | 72.3%+24.3pp | 69.5%+27.1pp |
| Annual return | 8.51% | 23.57%-15.1pp | 27.34%-18.8pp | 73.14%-64.6pp |
| Employer contribution / active EE | $5,296 | $1,817+191.5% | $2,352+125.2% | $2,342+126.1% |
| Participant deferral / active EE | $6,399 | $2,580+148.1% | $3,142+103.6% | $3,332+92.1% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |