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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 | $9,803 | $58,099-83.1% | $76,872-87.2% | $75,173-87.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 10.98% | 26.71%-15.7pp | 37.90%-26.9pp | 160.72%-149.7pp |
| Employer contribution / active EE | $1,040 | $1,996-47.9% | $2,533-59.0% | $2,671-61.1% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $106 | $4,778-97.8% | $5,476-98.1% | $5,651-98.1% |