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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 | $17,979 | $48,364-62.8% | $71,796-75.0% | $62,881-71.4% |
| Participation rate | 97.2% | 60.6%+36.6pp | 69.1%+28.1pp | 69.3%+27.9pp |
| Annual return | 1.38% | 13.16%-11.8pp | 78.04%-76.7pp | 20.14%-18.8pp |
| Employer contribution / active EE | $694 | $1,042-33.3% | $1,924-63.9% | $2,281-69.6% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $151 | $3,771-96.0% | $4,815-96.9% | $4,296-96.5% |