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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 | $8,430 | $47,848-82.4% | $81,473-89.7% | $70,126-88.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 7.76% | 27.25%-19.5pp | 38.78%-31.0pp | 73.15%-65.4pp |
| Employer contribution / active EE | $2,550 | $1,527+67.0% | $2,568-0.7% | $2,343+8.8% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $39 | $3,145-98.8% | $4,561-99.2% | $4,645-99.2% |