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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 | $12,751 | $78,423-83.7% | $95,964-86.7% | $79,856-84.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.83% | 19.37%-10.5pp | 91.64%-82.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $2,465 | $1,945+26.7% | $2,541-3.0% | $2,471-0.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $85 | $5,622-98.5% | $6,797-98.7% | $5,306-98.4% |