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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 | $12,486 | $90,486-86.2% | $78,676-84.1% | $273,972-95.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.53% | 75.62%-74.1pp | 62.19%-60.7pp | 41.46%-39.9pp |
| Employer contribution / active EE | $6,520 | $3,175+105.4% | $2,850+128.8% | $4,869+33.9% |
| Participant deferral / active EE | $890 | $3,901-77.2% | $3,517-74.7% | $5,287-83.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |