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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 | $10,352 | $49,255-79.0% | $70,494-85.3% | $79,856-87.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.32% | 30.10%-25.8pp | 109.16%-104.8pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,250 | $2,100-40.5% | $2,738-54.3% | $2,471-49.4% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $262 | $2,879-90.9% | $3,848-93.2% | $5,306-95.1% |