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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 | $16,016 | $67,602-76.3% | $82,312-80.5% | $70,126-77.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.02% | 21.57%-9.5pp | 25.88%-13.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $4,065 | $1,755+131.7% | $2,428+67.4% | $2,343+73.5% |
| Participant deferral / active EE | $4,001 | $2,987+34.0% | $3,706+8.0% | $3,332+20.1% |
| Admin fee / account holder | $173 | $4,512-96.2% | $5,608-96.9% | $4,645-96.3% |