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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 | $12,910 | $86,919-85.1% | $102,457-87.4% | $80,911-84.0% |
| Participation rate | 72.4% | 72.4%0pp | 76.5%-4.1pp | 67.6%+4.8pp |
| Annual return | 1.21% | 18.90%-17.7pp | 29.41%-28.2pp | 35.63%-34.4pp |
| Employer contribution / active EE | $9,225 | $2,368+289.5% | $3,022+205.2% | $2,756+234.7% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $256 | $8,049-96.8% | $9,451-97.3% | $6,935-96.3% |