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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 | $13,181 | $56,287-76.6% | $80,977-83.7% | $62,881-79.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 2.34% | 22.13%-19.8pp | 17.11%-14.8pp | 20.14%-17.8pp |
| Employer contribution / active EE | $2,573 | $1,943+32.4% | $3,715-30.7% | $2,281+12.8% |
| Participant deferral / active EE | $3,541 | $4,196-15.6% | $5,696-37.8% | $3,203+10.5% |
| Admin fee / account holder | $1 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |