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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 | $9,619 | $48,078-80.0% | $78,676-87.8% | $62,881-84.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 1.50% | 31.36%-29.9pp | 62.19%-60.7pp | 20.14%-18.6pp |
| Employer contribution / active EE | $1,831 | $2,015-9.1% | $2,850-35.8% | $2,281-19.7% |
| Participant deferral / active EE | $2,227 | $2,587-13.9% | $3,517-36.7% | $3,203-30.5% |
| Admin fee / account holder | $127 | $3,206-96.0% | $4,510-97.2% | $4,296-97.0% |