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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 | $25,298 | $91,019-72.2% | $392,568-93.6% | $72,975-65.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 12.97% | 20.00%-7.0pp | 24.42%-11.5pp | 81.01%-68.0pp |
| Employer contribution / active EE | $4,054 | $2,751+47.4% | $3,783+7.2% | $2,440+66.1% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,895-100.0% | $6,260-100.0% | $5,124-100.0% |