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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 | $19,483 | $60,349-67.7% | $74,184-73.7% | $62,881-69.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.36% | 21.38%-17.0pp | 17.74%-13.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,544 | $1,680-8.1% | $2,370-34.8% | $2,281-32.3% |
| Participant deferral / active EE | $3,507 | $2,856+22.8% | $3,550-1.2% | $3,203+9.5% |
| Admin fee / account holder | $6 | $4,261-99.9% | $5,586-99.9% | $4,296-99.9% |