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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 | $19,155 | $81,504-76.5% | $102,437-81.3% | $80,959-76.3% |
| Participation rate | 93.9% | 66.9%+27.1pp | 74.5%+19.4pp | 67.7%+26.3pp |
| Annual return | 2.82% | 25.60%-22.8pp | 24.95%-22.1pp | 35.67%-32.8pp |
| Employer contribution / active EE | $7,749 | $3,104+149.7% | $3,871+100.2% | $2,757+181.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $124 | $6,719-98.2% | $8,388-98.5% | $6,925-98.2% |