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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 | $15,184 | $98,766-84.6% | $149,730-89.9% | $79,852-81.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 3.87% | 27.43%-23.6pp | 276.70%-272.8pp | 31.72%-27.9pp |
| Employer contribution / active EE | $1,054 | $3,217-67.2% | $4,645-77.3% | $2,471-57.3% |
| Participant deferral / active EE | $5,675 | $5,681-0.1% | $6,843-17.1% | $3,740+51.7% |
| Admin fee / account holder | $249 | $6,052-95.9% | $9,310-97.3% | $5,306-95.3% |