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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 | $16,703 | $62,672-73.3% | $185,117-91.0% | $70,126-76.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 0.96% | 40.79%-39.8pp | 40.50%-39.5pp | 73.15%-72.2pp |
| Employer contribution / active EE | $7,258 | $1,753+314.0% | $4,182+73.6% | $2,343+209.8% |
| Participant deferral / active EE | $1,579 | $3,272-51.7% | $5,045-68.7% | $3,332-52.6% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |