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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 | $8,600 | $54,541-84.2% | $78,778-89.1% | $70,126-87.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 7.94% | 21.07%-13.1pp | 35.62%-27.7pp | 73.15%-65.2pp |
| Employer contribution / active EE | $3,629 | $1,089+233.4% | $1,986+82.8% | $2,343+54.9% |
| Participant deferral / active EE | $2,069 | $2,210-6.4% | $2,958-30.1% | $3,332-37.9% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |