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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 | $13,545 | $110,240-87.7% | $96,544-86.0% | $139,487-90.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.95% | 26.41%-18.5pp | 25.88%-17.9pp | 373.84%-365.9pp |
| Employer contribution / active EE | $1,973 | $3,622-45.5% | $2,966-33.5% | $4,755-58.5% |
| Participant deferral / active EE | $2,600 | $5,549-53.1% | $4,851-46.4% | $6,713-61.3% |
| Admin fee / account holder | $181 | $11,602-98.4% | $8,254-97.8% | $11,407-98.4% |