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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 | $5,443 | $77,908-93.0% | $149,696-96.4% | $75,173-92.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.09% | 31.73%-19.6pp | 134.46%-122.4pp | 160.72%-148.6pp |
| Employer contribution / active EE | $2,758 | $3,138-12.1% | $4,821-42.8% | $2,671+3.3% |
| Participant deferral / active EE | $2,425 | $3,411-28.9% | $5,682-57.3% | $4,126-41.2% |
| Admin fee / account holder | $74 | $5,950-98.8% | $13,212-99.4% | $5,651-98.7% |