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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 | $16,089 | $71,197-77.4% | $93,669-82.8% | $80,925-80.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 4.80% | 11.27%-6.5pp | 133.59%-128.8pp | 35.65%-30.8pp |
| Employer contribution / active EE | $2,538 | $1,565+62.2% | $2,424+4.7% | $2,756-7.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $118 | $6,959-98.3% | $8,291-98.6% | $6,940-98.3% |