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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 | $7,902 | $96,956-91.8% | $69,779-88.7% | $273,972-97.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | -0.14% | 12.93%-13.1pp | 12.99%-13.1pp | 41.46%-41.6pp |
| Employer contribution / active EE | $3,471 | $3,316+4.7% | $2,338+48.4% | $4,869-28.7% |
| Participant deferral / active EE | $860 | $3,744-77.0% | $2,931-70.7% | $5,287-83.7% |
| Admin fee / account holder | $7 | $7,934-99.9% | $4,381-99.8% | $10,133-99.9% |