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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 | $6,128 | $84,236-92.7% | $170,435-96.4% | $70,126-91.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.78% | 23.06%-13.3pp | 205.94%-196.2pp | 73.15%-63.4pp |
| Employer contribution / active EE | $1,283 | $3,387-62.1% | $5,432-76.4% | $2,343-45.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $162 | $5,698-97.2% | $13,881-98.8% | $4,645-96.5% |