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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 | $8,938 | $39,132-77.2% | $57,196-84.4% | $62,881-85.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.40% | 9.24%-8.8pp | 14.59%-14.2pp | 20.14%-19.7pp |
| Employer contribution / active EE | $2,632 | $1,874+40.5% | $2,683-1.9% | $2,281+15.4% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $136 | $2,594-94.7% | $3,141-95.7% | $4,296-96.8% |