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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 | $17,617 | $86,341-79.6% | $125,195-85.9% | $65,186-73.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 1.75% | 27.44%-25.7pp | 43.79%-42.0pp | 29.39%-27.6pp |
| Employer contribution / active EE | $9,709 | $2,040+376.0% | $3,866+151.1% | $2,177+346.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $236 | $609-61.2% | $9,704-97.6% | $847-72.1% |