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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 | $8,736 | $65,696-86.7% | $56,429-84.5% | $147,586-94.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 6.16% | 13.32%-7.2pp | 19.04%-12.9pp | 578.59%-572.4pp |
| Employer contribution / active EE | $2,747 | $4,121-33.3% | $3,405-19.3% | $4,876-43.7% |
| Participant deferral / active EE | $0 | $4,876-100.0% | $3,951-100.0% | $5,439-100.0% |
| Admin fee / account holder | $129 | $5,947-97.8% | $4,466-97.1% | $10,886-98.8% |