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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 | $11,424 | $96,956-88.2% | $69,779-83.6% | $273,972-95.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 0.04% | 12.93%-12.9pp | 12.99%-12.9pp | 41.46%-41.4pp |
| Employer contribution / active EE | $3,051 | $3,316-8.0% | $2,338+30.5% | $4,869-37.3% |
| Participant deferral / active EE | $1,430 | $3,744-61.8% | $2,931-51.2% | $5,287-72.9% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |