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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 | $11,165 | $49,025-77.2% | $87,502-87.2% | $62,881-82.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 4.15% | 10.02%-5.9pp | 12.21%-8.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $5,152 | $1,372+275.5% | $2,550+102.0% | $2,281+125.9% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,065-100.0% | $4,221-100.0% | $4,296-100.0% |