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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 | $13,756 | $70,486-80.5% | $100,535-86.3% | $79,856-82.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 8.49% | 21.90%-13.4pp | 30.90%-22.4pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,219 | $2,165-43.7% | $3,419-64.4% | $2,471-50.7% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $190 | $4,480-95.8% | $8,085-97.7% | $5,306-96.4% |