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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 | $8,305 | $58,099-85.7% | $76,872-89.2% | $75,173-89.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 10.50% | 26.71%-16.2pp | 37.90%-27.4pp | 160.72%-150.2pp |
| Employer contribution / active EE | $2,590 | $1,996+29.8% | $2,533+2.2% | $2,671-3.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $96 | $4,778-98.0% | $5,476-98.2% | $5,651-98.3% |