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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 | $14,638 | $54,541-73.2% | $78,778-81.4% | $70,126-79.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 10.08% | 21.07%-11.0pp | 35.62%-25.5pp | 73.15%-63.1pp |
| Employer contribution / active EE | $6,194 | $1,089+469.1% | $1,986+212.0% | $2,343+164.4% |
| Participant deferral / active EE | $2,717 | $2,210+22.9% | $2,958-8.1% | $3,332-18.4% |
| Admin fee / account holder | $78 | $3,709-97.9% | $5,134-98.5% | $4,645-98.3% |