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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 | $23,247 | $138,386-83.2% | $184,260-87.4% | $80,935-71.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 1.83% | 20.02%-18.2pp | 28.84%-27.0pp | 35.66%-33.8pp |
| Employer contribution / active EE | $3,690 | $4,851-23.9% | $6,427-42.6% | $2,757+33.9% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,898-100.0% | $6,924-100.0% |