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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 | $19,845 | $177,156-88.8% | $147,027-86.5% | $154,746-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 3.45% | 21.94%-18.5pp | 20.23%-16.8pp | 172.34%-168.9pp |
| Employer contribution / active EE | $1,886 | $4,336-56.5% | $3,626-48.0% | $4,379-56.9% |
| Participant deferral / active EE | $5,055 | $5,797-12.8% | $4,933+2.5% | $6,730-24.9% |
| Admin fee / account holder | $140 | $14,904-99.1% | $12,223-98.9% | $14,365-99.0% |