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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 | $8,013 | $136,307-94.1% | $106,619-92.5% | $273,972-97.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.13% | 11.05%-10.9pp | 9.42%-9.3pp | 41.46%-41.3pp |
| Employer contribution / active EE | $1,740 | $5,190-66.5% | $3,947-55.9% | $4,869-64.3% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |