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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 | $8,992 | $41,377-78.3% | $109,313-91.8% | $62,881-85.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 4.37% | 11.05%-6.7pp | 22.07%-17.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $2,902 | $1,276+127.5% | $3,892-25.4% | $2,281+27.2% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $41 | $2,884-98.6% | $5,666-99.3% | $4,296-99.1% |