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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 | $12,142 | $58,493-79.2% | $84,023-85.5% | $72,976-83.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 2.17% | 28.93%-26.8pp | 71.32%-69.1pp | 81.02%-78.8pp |
| Employer contribution / active EE | $862 | $1,163-25.9% | $1,984-56.5% | $2,440-64.7% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $230 | $4,569-95.0% | $6,102-96.2% | $5,124-95.5% |