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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 | $13,304 | $161,352-91.8% | $134,172-90.1% | $137,256-90.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 1.36% | 28.72%-27.4pp | 25.30%-23.9pp | 220.34%-219.0pp |
| Employer contribution / active EE | $3,551 | $4,099-13.4% | $3,420+3.8% | $4,156-14.6% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |