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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 | $11,347 | $60,349-81.2% | $74,184-84.7% | $62,881-82.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.02% | 21.38%-21.4pp | 17.74%-17.8pp | 20.14%-20.2pp |
| Employer contribution / active EE | $2,830 | $1,680+68.4% | $2,370+19.4% | $2,281+24.1% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $200 | $4,261-95.3% | $5,586-96.4% | $4,296-95.3% |