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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 | $13,158 | $141,001-90.7% | $112,228-88.3% | $139,487-90.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.38% | 32.75%-27.4pp | 30.23%-24.9pp | 373.84%-368.5pp |
| Employer contribution / active EE | $1,603 | $4,285-62.6% | $3,432-53.3% | $4,755-66.3% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |