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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 | $8,507 | $78,682-89.2% | $109,188-92.2% | $85,851-90.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 7.80% | 25.09%-17.3pp | 25.76%-18.0pp | 318.63%-310.8pp |
| Employer contribution / active EE | $1,527 | $2,734-44.1% | $3,723-59.0% | $2,565-40.5% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $239 | $5,470-95.6% | $6,755-96.5% | $6,261-96.2% |