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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 | $10,194 | $63,845-84.0% | $81,370-87.5% | $80,959-87.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 6.10% | 16.37%-10.3pp | 24.85%-18.7pp | 35.67%-29.6pp |
| Employer contribution / active EE | $2,759 | $1,980+39.4% | $2,464+12.0% | $2,757+0.1% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $79 | $5,688-98.6% | $5,749-98.6% | $6,925-98.9% |