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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 | $5,693 | $48,078-88.2% | $78,676-92.8% | $62,881-90.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 2.80% | 31.36%-28.6pp | 62.19%-59.4pp | 20.14%-17.3pp |
| Employer contribution / active EE | $1,167 | $2,015-42.1% | $2,850-59.1% | $2,281-48.8% |
| Participant deferral / active EE | $1,178 | $2,587-54.5% | $3,517-66.5% | $3,203-63.2% |
| Admin fee / account holder | $90 | $3,206-97.2% | $4,510-98.0% | $4,296-97.9% |