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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 | $8,070 | $93,617-91.4% | $135,982-94.1% | $75,177-89.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.47% | 30.89%-19.4pp | 68.32%-56.9pp | 160.75%-149.3pp |
| Employer contribution / active EE | $3,255 | $3,538-8.0% | $4,859-33.0% | $2,671+21.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $65 | $6,980-99.1% | $10,767-99.4% | $5,651-98.9% |