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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 | $19,234 | $78,682-75.6% | $109,188-82.4% | $85,851-77.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 8.63% | 25.09%-16.5pp | 25.76%-17.1pp | 318.63%-310.0pp |
| Employer contribution / active EE | $5,590 | $2,734+104.5% | $3,723+50.1% | $2,565+117.9% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $100 | $5,470-98.2% | $6,755-98.5% | $6,261-98.4% |