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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 | $6,946 | $57,073-87.8% | $85,126-91.8% | $80,925-91.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 10.12% | 21.69%-11.6pp | 66.63%-56.5pp | 35.65%-25.5pp |
| Employer contribution / active EE | $4,233 | $1,801+135.1% | $2,731+55.0% | $2,756+53.6% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $147 | $4,988-97.1% | $6,160-97.6% | $6,940-97.9% |