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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 | $12,946 | $78,707-83.6% | $117,861-89.0% | $70,126-81.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 2.57% | 23.30%-20.7pp | 335.11%-332.5pp | 73.15%-70.6pp |
| Employer contribution / active EE | $2,755 | $2,223+23.9% | $3,786-27.2% | $2,343+17.6% |
| Participant deferral / active EE | $1,564 | $3,297-52.6% | $4,482-65.1% | $3,332-53.1% |
| Admin fee / account holder | $110 | $5,066-97.8% | $8,021-98.6% | $4,645-97.6% |