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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 | $11,848 | $124,425-90.5% | $112,040-89.4% | $137,256-91.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.84% | 24.72%-14.9pp | 24.52%-14.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,350 | $3,411-60.4% | $2,954-54.3% | $4,156-67.5% |
| Participant deferral / active EE | $2,514 | $5,718-56.0% | $5,098-50.7% | $6,407-60.8% |
| Admin fee / account holder | $183 | $15,207-98.8% | $12,098-98.5% | $12,270-98.5% |