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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 | $17,465 | $181,896-90.4% | $156,551-88.8% | $273,972-93.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.10% | 30.74%-29.6pp | 32.23%-31.1pp | 41.46%-40.4pp |
| Employer contribution / active EE | $1,799 | $6,248-71.2% | $5,501-67.3% | $4,869-63.0% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,871+146.4% | $5,287+127.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |