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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 | $9,716 | $45,087-78.4% | $69,483-86.0% | $72,976-86.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.06% | 22.67%-17.6pp | 28.99%-23.9pp | 81.02%-76.0pp |
| Employer contribution / active EE | $1,154 | $2,055-43.9% | $2,780-58.5% | $2,440-52.7% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $267 | $3,057-91.3% | $3,841-93.1% | $5,124-94.8% |