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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 | $14,875 | $117,444-87.3% | $99,479-85.0% | $152,909-90.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 5.52% | 31.87%-26.3pp | 30.72%-25.2pp | 345.46%-339.9pp |
| Employer contribution / active EE | $2,000 | $3,014-33.6% | $2,540-21.3% | $4,764-58.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |