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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 | $12,019 | $64,462-81.4% | $81,482-85.2% | $80,911-85.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 6.55% | 16.35%-9.8pp | 24.79%-18.2pp | 35.63%-29.1pp |
| Employer contribution / active EE | $1,101 | $1,979-44.4% | $2,463-55.3% | $2,756-60.1% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,885-100.0% | $4,297-100.0% |
| Admin fee / account holder | $125 | $5,678-97.8% | $5,761-97.8% | $6,935-98.2% |