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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 | $25,212 | $67,602-62.7% | $82,312-69.4% | $70,126-64.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 8.60% | 21.57%-13.0pp | 25.88%-17.3pp | 73.15%-64.5pp |
| Employer contribution / active EE | $2,922 | $1,755+66.5% | $2,428+20.3% | $2,343+24.7% |
| Participant deferral / active EE | $2,609 | $2,987-12.7% | $3,706-29.6% | $3,332-21.7% |
| Admin fee / account holder | $17 | $4,512-99.6% | $5,608-99.7% | $4,645-99.6% |