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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 | $25,258 | $67,602-62.6% | $82,312-69.3% | $70,126-64.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 1.25% | 21.57%-20.3pp | 25.88%-24.6pp | 73.15%-71.9pp |
| Employer contribution / active EE | $989 | $1,755-43.6% | $2,428-59.3% | $2,343-57.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $298 | $4,512-93.4% | $5,608-94.7% | $4,645-93.6% |