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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 | $64,517-84.2% | $81,438-87.5% | $80,874-87.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 6.10% | 16.35%-10.2pp | 24.74%-18.6pp | 35.62%-29.5pp |
| Employer contribution / active EE | $2,759 | $1,982+39.2% | $2,460+12.1% | $2,756+0.1% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $79 | $5,677-98.6% | $5,764-98.6% | $6,935-98.9% |