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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 | $17,320 | $67,602-74.4% | $82,312-79.0% | $70,126-75.3% |
| Participation rate | 98.0% | 72.8%+25.3pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 3.64% | 21.57%-17.9pp | 25.88%-22.2pp | 73.15%-69.5pp |
| Employer contribution / active EE | $6,176 | $1,755+251.9% | $2,428+154.3% | $2,343+163.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $67 | $4,512-98.5% | $5,608-98.8% | $4,645-98.6% |