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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 | $11,112 | $45,079-75.4% | $69,461-84.0% | $72,983-84.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.20% | 22.65%-17.4pp | 28.97%-23.8pp | 81.01%-75.8pp |
| Employer contribution / active EE | $771 | $2,055-62.5% | $2,779-72.2% | $2,440-68.4% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $58 | $3,056-98.1% | $3,840-98.5% | $5,124-98.9% |