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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 | $13,139 | $105,623-87.6% | $87,502-85.0% | $273,972-95.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.01% | 12.26%-12.2pp | 12.21%-12.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $1,138 | $3,141-63.8% | $2,550-55.4% | $4,869-76.6% |
| Participant deferral / active EE | $6,000 | $3,601+66.6% | $3,149+90.6% | $5,287+13.5% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |