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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 | $6,311 | $57,073-88.9% | $85,126-92.6% | $80,925-92.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 10.05% | 21.69%-11.6pp | 66.63%-56.6pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,671 | $1,801-7.2% | $2,731-38.8% | $2,756-39.4% |
| Participant deferral / active EE | $1,703 | $3,113-45.3% | $4,523-62.3% | $4,299-60.4% |
| Admin fee / account holder | $157 | $4,988-96.8% | $6,160-97.4% | $6,940-97.7% |