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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 | $3,714 | $58,099-93.6% | $76,902-95.2% | $75,177-95.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 10.26% | 26.71%-16.5pp | 37.91%-27.7pp | 160.75%-150.5pp |
| Employer contribution / active EE | $781 | $1,996-60.9% | $2,534-69.2% | $2,671-70.8% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $215 | $4,778-95.5% | $5,479-96.1% | $5,651-96.2% |