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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 | $16,489 | $127,790-87.1% | $106,555-84.5% | $167,536-90.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 4.84% | 33.88%-29.0pp | 26.80%-22.0pp | 478.82%-474.0pp |
| Employer contribution / active EE | $2,353 | $3,428-31.4% | $2,819-16.5% | $4,839-51.4% |
| Participant deferral / active EE | $2,258 | $5,088-55.6% | $4,399-48.7% | $6,342-64.4% |
| Admin fee / account holder | $85 | $11,229-99.2% | $7,408-98.9% | $12,315-99.3% |