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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 | $12,201 | $63,845-80.9% | $81,370-85.0% | $80,959-84.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 8.71% | 16.37%-7.7pp | 24.85%-16.1pp | 35.67%-27.0pp |
| Employer contribution / active EE | $592 | $1,980-70.1% | $2,464-76.0% | $2,757-78.5% |
| Participant deferral / active EE | $1,190 | $3,093-61.5% | $3,885-69.4% | $4,300-72.3% |
| Admin fee / account holder | $119 | $5,688-97.9% | $5,749-97.9% | $6,925-98.3% |