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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 | $93,345-84.2% | $119,126-87.7% | $87,485-83.2% |
| Participation rate | 98.8% | 68.7%+30.0pp | 75.8%+23.0pp | 68.9%+29.8pp |
| Annual return | 4.02% | 19.08%-15.1pp | 282.11%-278.1pp | 26.06%-22.0pp |
| Employer contribution / active EE | $3,086 | $3,172-2.7% | $4,034-23.5% | $2,596+18.9% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $219 | $8,039-97.3% | $10,693-98.0% | $7,775-97.2% |