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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 | $6,334 | $72,273-91.2% | $101,275-93.7% | $79,856-92.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.12% | 22.30%-18.2pp | 46.48%-42.4pp | 31.71%-27.6pp |
| Employer contribution / active EE | $1,027 | $2,691-61.8% | $3,660-71.9% | $2,471-58.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $81 | $4,401-98.2% | $5,948-98.6% | $5,306-98.5% |