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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 | $5,642 | $52,379-89.2% | $46,225-87.8% | $273,972-97.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 0.42% | 7.23%-6.8pp | 7.57%-7.1pp | 41.46%-41.0pp |
| Employer contribution / active EE | $2,560 | $4,226-39.4% | $3,424-25.2% | $4,869-47.4% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $3,776-100.0% | $5,287-100.0% |
| Admin fee / account holder | $256 | $4,652-94.5% | $3,519-92.7% | $10,133-97.5% |