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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 | $17,859 | $78,423-77.2% | $95,964-81.4% | $79,856-77.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.34% | 19.37%-14.0pp | 91.64%-86.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $785 | $1,945-59.6% | $2,541-69.1% | $2,471-68.2% |
| Participant deferral / active EE | $1,935 | $3,440-43.8% | $4,167-53.6% | $3,741-48.3% |
| Admin fee / account holder | $137 | $5,622-97.6% | $6,797-98.0% | $5,306-97.4% |