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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 | $8,758 | $48,053-81.8% | $84,637-89.7% | $72,976-88.0% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 10.42% | 37.39%-27.0pp | 258.82%-248.4pp | 81.02%-70.6pp |
| Employer contribution / active EE | $2,074 | $1,602+29.5% | $2,653-21.8% | $2,440-15.0% |
| Participant deferral / active EE | $3,768 | $2,681+40.6% | $3,900-3.4% | $3,608+4.4% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |