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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 | $4,523 | $49,249-90.8% | $70,476-93.6% | $79,852-94.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 2.47% | 30.09%-27.6pp | 109.12%-106.6pp | 31.72%-29.3pp |
| Employer contribution / active EE | $1,509 | $2,100-28.2% | $2,738-44.9% | $2,471-38.9% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $299 | $2,878-89.6% | $3,847-92.2% | $5,306-94.4% |