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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 | $8,282 | $103,038-92.0% | $90,324-90.8% | $152,909-94.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 1.03% | 95.25%-94.2pp | 78.15%-77.1pp | 345.46%-344.4pp |
| Employer contribution / active EE | $4,874 | $3,141+55.2% | $2,856+70.7% | $4,764+2.3% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |