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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 | $11,184 | $136,307-91.8% | $106,619-89.5% | $273,972-95.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.68% | 11.05%-10.4pp | 9.42%-8.7pp | 41.46%-40.8pp |
| Employer contribution / active EE | $1,354 | $5,190-73.9% | $3,947-65.7% | $4,869-72.2% |
| Participant deferral / active EE | $5,256 | $4,969+5.8% | $3,930+33.7% | $5,287-0.6% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |