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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 | $77,460-75.8% | $100,378-81.3% | $80,925-76.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 0.09% | 37.24%-37.1pp | 49.41%-49.3pp | 35.65%-35.6pp |
| Employer contribution / active EE | $7,313 | $2,801+161.1% | $3,942+85.5% | $2,756+165.3% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2 | $5,887-100.0% | $7,899-100.0% | $6,940-100.0% |