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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 | $6,798 | $60,442-88.8% | $96,754-93.0% | $87,485-92.2% |
| Participation rate | 96.4% | 58.7%+37.7pp | 70.3%+26.2pp | 68.9%+27.5pp |
| Annual return | 5.70% | 21.97%-16.3pp | 82.04%-76.3pp | 26.06%-20.4pp |
| Employer contribution / active EE | $2,143 | $1,691+26.7% | $2,679-20.0% | $2,596-17.5% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $5,069-100.0% | $8,905-100.0% | $7,775-100.0% |