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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 | $12,828 | $48,364-73.5% | $71,796-82.1% | $62,881-79.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 3.61% | 13.16%-9.5pp | 78.04%-74.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $5,157 | $1,042+395.0% | $1,924+168.0% | $2,281+126.1% |
| Participant deferral / active EE | $1,834 | $2,091-12.3% | $2,794-34.4% | $3,203-42.7% |
| Admin fee / account holder | $22 | $3,771-99.4% | $4,815-99.5% | $4,296-99.5% |