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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 | $14,930 | $58,828-74.6% | $78,002-80.9% | $62,881-76.3% |
| Participation rate | 94.4% | 71.1%+23.4pp | 75.5%+18.9pp | 69.3%+25.1pp |
| Annual return | 1.37% | 17.16%-15.8pp | 425.99%-424.6pp | 20.14%-18.8pp |
| Employer contribution / active EE | $1,944 | $1,672+16.3% | $2,470-21.3% | $2,281-14.8% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $296 | $4,393-93.3% | $5,481-94.6% | $4,296-93.1% |