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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 | $7,285 | $81,276-91.0% | $155,574-95.3% | $80,925-91.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 6.50% | 33.36%-26.9pp | 64.87%-58.4pp | 35.65%-29.2pp |
| Employer contribution / active EE | $536 | $3,103-82.7% | $4,676-88.5% | $2,756-80.6% |
| Participant deferral / active EE | $1,579 | $3,453-54.3% | $5,629-72.0% | $4,299-63.3% |
| Admin fee / account holder | $15 | $7,993-99.8% | $15,914-99.9% | $6,940-99.8% |