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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 | $18,451 | $85,766-78.5% | $136,298-86.5% | $70,126-73.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 4.37% | 31.46%-27.1pp | 5156.27%-5151.9pp | 73.15%-68.8pp |
| Employer contribution / active EE | $4,599 | $2,966+55.1% | $4,696-2.1% | $2,343+96.3% |
| Participant deferral / active EE | $3,266 | $5,051-35.3% | $6,247-47.7% | $3,332-2.0% |
| Admin fee / account holder | $283 | $5,421-94.8% | $9,244-96.9% | $4,645-93.9% |