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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 | $13,319 | $13,3190% | $94,563-85.9% | $317,036-95.8% |
| Participation rate | 100.0% | 33.3%+66.7pp | 17.9%+82.1pp | 13.0%+87.0pp |
| Annual return | 3.67% | 13.52%-9.9pp | 16.32%-12.6pp | 13.59%-9.9pp |
| Employer contribution / active EE | $7,164 | $21,708-67.0% | $31,806-77.5% | $14,592-50.9% |
| Participant deferral / active EE | $0 | $0 | $211-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $0 | $29,657-100.0% |