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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 | $3,129 | $51,708-93.9% | $106,619-97.1% | $62,881-95.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 0.73% | 4.69%-4.0pp | 9.42%-8.7pp | 20.14%-19.4pp |
| Employer contribution / active EE | $1,571 | $1,764-10.9% | $3,947-60.2% | $2,281-31.1% |
| Participant deferral / active EE | $1,608 | $2,315-30.6% | $3,930-59.1% | $3,203-49.8% |
| Admin fee / account holder | $274 | $3,349-91.8% | $6,418-95.7% | $4,296-93.6% |