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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 | $29,652 | $153,769-80.7% | $133,975-77.9% | $273,972-89.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.34% | 36.51%-35.2pp | 29.29%-28.0pp | 41.46%-40.1pp |
| Employer contribution / active EE | $1,558 | $6,029-74.2% | $5,211-70.1% | $4,869-68.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $286 | $11,765-97.6% | $9,324-96.9% | $10,133-97.2% |