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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 | $7,641 | $56,287-86.4% | $80,977-90.6% | $62,881-87.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 3.68% | 22.13%-18.4pp | 17.11%-13.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $3,716 | $1,943+91.3% | $3,7150% | $2,281+62.9% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $89 | $3,742-97.6% | $5,517-98.4% | $4,296-97.9% |