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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 | $14,161 | $75,963-81.4% | $97,995-85.5% | $70,126-79.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 0.18% | 19.26%-19.1pp | 23.94%-23.8pp | 73.15%-73.0pp |
| Employer contribution / active EE | $2,563 | $3,278-21.8% | $4,158-38.4% | $2,343+9.4% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $222 | $5,407-95.9% | $5,943-96.3% | $4,645-95.2% |