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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 | $10,948 | $63,365-82.7% | $91,994-88.1% | $72,975-85.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 17.73% | 35.35%-17.6pp | 69.04%-51.3pp | 81.01%-63.3pp |
| Employer contribution / active EE | $1,753 | $2,116-17.1% | $3,453-49.2% | $2,440-28.2% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $153 | $4,670-96.7% | $7,744-98.0% | $5,124-97.0% |