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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 | $14,923 | $81,476-81.7% | $102,383-85.4% | $80,925-81.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 3.23% | 25.59%-22.4pp | 24.94%-21.7pp | 35.65%-32.4pp |
| Employer contribution / active EE | $8,133 | $3,105+162.0% | $3,870+110.1% | $2,756+195.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $45 | $6,717-99.3% | $8,391-99.5% | $6,940-99.4% |