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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 | $9,900 | $64,462-84.6% | $81,482-87.8% | $80,911-87.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 4.76% | 16.35%-11.6pp | 24.79%-20.0pp | 35.63%-30.9pp |
| Employer contribution / active EE | $3,971 | $1,979+100.7% | $2,463+61.2% | $2,756+44.1% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,885-100.0% | $4,297-100.0% |
| Admin fee / account holder | $22 | $5,678-99.6% | $5,761-99.6% | $6,935-99.7% |