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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 | $20,996 | $67,602-68.9% | $82,312-74.5% | $70,126-70.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.63% | 21.57%-10.9pp | 25.88%-15.2pp | 73.15%-62.5pp |
| Employer contribution / active EE | $1,220 | $1,755-30.5% | $2,428-49.7% | $2,343-47.9% |
| Participant deferral / active EE | $1,970 | $2,987-34.0% | $3,706-46.8% | $3,332-40.9% |
| Admin fee / account holder | $260 | $4,512-94.2% | $5,608-95.4% | $4,645-94.4% |