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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 | $13,276 | $99,345-86.6% | $84,753-84.3% | $273,972-95.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.56% | 22.93%-23.5pp | 22.78%-23.3pp | 41.46%-42.0pp |
| Employer contribution / active EE | $12,401 | $4,214+194.3% | $3,574+246.9% | $4,869+154.7% |
| Participant deferral / active EE | $1,034 | $4,270-75.8% | $3,712-72.2% | $5,287-80.4% |
| Admin fee / account holder | $45 | $6,645-99.3% | $5,333-99.2% | $10,133-99.6% |