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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 | $14,896 | $56,110-73.5% | $94,993-84.3% | $70,126-78.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 9.85% | 51.02%-41.2pp | 27.14%-17.3pp | 73.15%-63.3pp |
| Employer contribution / active EE | $5,286 | $1,442+266.5% | $2,603+103.0% | $2,343+125.6% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |