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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 | $13,254 | $58,493-77.3% | $84,021-84.2% | $72,975-81.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 15.69% | 28.93%-13.2pp | 71.32%-55.6pp | 81.01%-65.3pp |
| Employer contribution / active EE | $490 | $1,163-57.9% | $1,984-75.3% | $2,440-79.9% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $177 | $4,569-96.1% | $6,102-97.1% | $5,124-96.5% |