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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 | $26,345 | $101,795-74.1% | $165,100-84.0% | $80,959-67.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 8.66% | 16.73%-8.1pp | 70.21%-61.5pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,592 | $2,954-46.1% | $4,348-63.4% | $2,757-42.3% |
| Participant deferral / active EE | $3,747 | $4,476-16.3% | $6,035-37.9% | $4,300-12.9% |
| Admin fee / account holder | $56 | $8,221-99.3% | $12,696-99.6% | $6,925-99.2% |