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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 | $19,429 | $60,964-68.1% | $286,273-93.2% | $317,036-93.9% |
| Participation rate | 87.3% | 23.4%+63.9pp | 30.6%+56.8pp | 13.0%+74.4pp |
| Annual return | 1.56% | 11.74%-10.2pp | 10.78%-9.2pp | 13.59%-12.0pp |
| Employer contribution / active EE | $6,562 | $11,467-42.8% | $41,857-84.3% | $14,592-55.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $59-100.0% | $67-100.0% |
| Admin fee / account holder | $66 | $1,188-94.4% | $83,605-99.9% | $29,657-99.8% |