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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 | $63,773-84.5% | $81,286-87.8% | $80,925-87.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 4.76% | 16.37%-11.6pp | 24.80%-20.0pp | 35.65%-30.9pp |
| Employer contribution / active EE | $3,971 | $1,979+100.6% | $2,463+61.2% | $2,756+44.1% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22 | $5,682-99.6% | $5,764-99.6% | $6,940-99.7% |