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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 | $12,554 | $53,774-76.7% | $134,162-90.6% | $79,856-84.3% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 2.16% | 19.01%-16.8pp | 36.35%-34.2pp | 31.71%-29.5pp |
| Employer contribution / active EE | $1,418 | $1,322+7.3% | $3,705-61.7% | $2,471-42.6% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $140 | $3,985-96.5% | $6,685-97.9% | $5,306-97.4% |