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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 | $9,099 | $60,349-84.9% | $74,184-87.7% | $62,881-85.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.84% | 21.38%-19.5pp | 17.74%-15.9pp | 20.14%-18.3pp |
| Employer contribution / active EE | $1,071 | $1,680-36.2% | $2,370-54.8% | $2,281-53.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $100 | $4,261-97.7% | $5,586-98.2% | $4,296-97.7% |