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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 | $4,443 | $97,550-95.4% | $120,344-96.3% | $87,485-94.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 2.47% | 18.41%-15.9pp | 20.30%-17.8pp | 26.06%-23.6pp |
| Employer contribution / active EE | $1,019 | $2,291-55.5% | $3,020-66.3% | $2,596-60.7% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $177 | $9,543-98.1% | $12,742-98.6% | $7,775-97.7% |