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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 | $10,819 | $45,041-76.0% | $63,003-82.8% | $70,131-84.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.11% | 18.76%-8.6pp | 87.59%-77.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $2,533 | $2,052+23.4% | $2,760-8.2% | $2,342+8.1% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $264 | $2,836-90.7% | $3,600-92.7% | $4,645-94.3% |