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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 | $14,237 | $118,875-88.0% | $96,572-85.3% | $167,553-91.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.05% | 50.50%-43.5pp | 37.79%-30.7pp | 478.89%-471.8pp |
| Employer contribution / active EE | $2,114 | $3,121-32.3% | $2,357-10.3% | $4,840-56.3% |
| Participant deferral / active EE | $2,044 | $4,617-55.7% | $3,850-46.9% | $6,343-67.8% |
| Admin fee / account holder | $136 | $8,070-98.3% | $6,183-97.8% | $12,316-98.9% |