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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 | $4,050 | $52,279-92.3% | $89,435-95.5% | $79,856-94.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 5.27% | 22.16%-16.9pp | 245.55%-240.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $334 | $1,572-78.7% | $2,587-87.1% | $2,471-86.5% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,884-100.0% | $5,306-100.0% |