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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 | $9,997 | $124,314-92.0% | $109,163-90.8% | $167,518-94.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 1.69% | 26.04%-24.4pp | 25.75%-24.1pp | 478.71%-477.0pp |
| Employer contribution / active EE | $3,523 | $4,209-16.3% | $3,723-5.4% | $4,838-27.2% |
| Participant deferral / active EE | $2,965 | $5,256-43.6% | $4,654-36.3% | $6,342-53.3% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |