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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 | $13,851 | $103,393-86.6% | $87,103-84.1% | $152,909-90.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 1.21% | 28.10%-26.9pp | 28.19%-27.0pp | 345.46%-344.3pp |
| Employer contribution / active EE | $2,500 | $3,221-22.4% | $2,521-0.9% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $101 | $12,195-99.2% | $7,491-98.7% | $11,601-99.1% |