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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 | $12,010 | $81,476-85.3% | $102,383-88.3% | $80,925-85.2% |
| Participation rate | 98.1% | 66.8%+31.3pp | 74.5%+23.6pp | 67.7%+30.5pp |
| Annual return | 2.85% | 25.59%-22.7pp | 24.94%-22.1pp | 35.65%-32.8pp |
| Employer contribution / active EE | $7,547 | $3,105+143.1% | $3,870+95.0% | $2,756+173.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |