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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 | $8,980 | $65,034-86.2% | $90,970-90.1% | $79,856-88.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 7.47% | 30.45%-23.0pp | 134.60%-127.1pp | 31.71%-24.2pp |
| Employer contribution / active EE | $333 | $1,247-73.3% | $2,122-84.3% | $2,471-86.5% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $174 | $4,536-96.2% | $5,961-97.1% | $5,306-96.7% |