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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 | $6,698 | $149,754-95.5% | $118,934-94.4% | $158,931-95.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.31% | 19.95%-19.6pp | 35.88%-35.6pp | 302.86%-302.5pp |
| Employer contribution / active EE | $2,184 | $4,116-46.9% | $3,263-33.1% | $4,761-54.1% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,580-100.0% | $11,247-100.0% |