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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 | $14,703 | $96,731-84.8% | $123,973-88.1% | $86,983-83.1% |
| Participation rate | 98.8% | 70.0%+28.7pp | 76.7%+22.1pp | 69.5%+29.2pp |
| Annual return | 4.02% | 17.33%-13.3pp | 388.13%-384.1pp | 25.83%-21.8pp |
| Employer contribution / active EE | $3,086 | $3,297-6.4% | $4,126-25.2% | $2,584+19.4% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $219 | $8,722-97.5% | $11,799-98.1% | $7,856-97.2% |