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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 | $13,650 | $124,314-89.0% | $109,163-87.5% | $167,518-91.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.96% | 26.04%-25.1pp | 25.75%-24.8pp | 478.71%-477.8pp |
| Employer contribution / active EE | $1,596 | $4,209-62.1% | $3,723-57.1% | $4,838-67.0% |
| Participant deferral / active EE | $6,000 | $5,256+14.1% | $4,654+28.9% | $6,342-5.4% |
| Admin fee / account holder | $21 | $7,973-99.7% | $6,754-99.7% | $12,312-99.8% |