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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 | $18,111 | $81,457-77.8% | $103,378-82.5% | $80,911-77.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 4.16% | 25.58%-21.4pp | 24.91%-20.7pp | 35.63%-31.5pp |
| Employer contribution / active EE | $9,167 | $3,107+195.0% | $3,870+136.8% | $2,756+232.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,401-100.0% | $6,935-100.0% |