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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 | $4,500 | $142,426-96.8% | $115,167-96.1% | $152,909-97.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 3.35% | 41.48%-38.1pp | 35.60%-32.3pp | 345.46%-342.1pp |
| Employer contribution / active EE | $2,187 | $4,011-45.5% | $3,179-31.2% | $4,764-54.1% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |