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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 | $18,752 | $77,523-75.8% | $100,383-81.3% | $80,874-76.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 0.09% | 37.21%-37.1pp | 49.26%-49.2pp | 35.62%-35.5pp |
| Employer contribution / active EE | $7,313 | $2,801+161.0% | $3,944+85.4% | $2,756+165.4% |
| Participant deferral / active EE | $0 | $6,822-100.0% | $8,086-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2 | $5,899-100.0% | $7,900-100.0% | $6,935-100.0% |