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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 | $12,331 | $65,034-81.0% | $90,970-86.4% | $79,856-84.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 4.50% | 30.45%-26.0pp | 134.60%-130.1pp | 31.71%-27.2pp |
| Employer contribution / active EE | $1,875 | $1,247+50.3% | $2,122-11.6% | $2,471-24.1% |
| Participant deferral / active EE | $2,428 | $2,512-3.3% | $3,373-28.0% | $3,741-35.1% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |