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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 | $10,506 | $47,944-78.1% | $67,834-84.5% | $62,881-83.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 2.93% | 11.77%-8.8pp | 138.47%-135.5pp | 20.14%-17.2pp |
| Employer contribution / active EE | $398 | $1,562-74.5% | $2,403-83.4% | $2,281-82.6% |
| Participant deferral / active EE | $1,698 | $2,247-24.4% | $3,160-46.3% | $3,203-47.0% |
| Admin fee / account holder | $291 | $3,712-92.2% | $4,622-93.7% | $4,296-93.2% |