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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 | $9,414 | $90,486-89.6% | $78,676-88.0% | $273,972-96.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.64% | 75.62%-75.0pp | 62.19%-61.6pp | 41.46%-40.8pp |
| Employer contribution / active EE | $1,919 | $3,175-39.6% | $2,850-32.7% | $4,869-60.6% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $291 | $5,263-94.5% | $4,510-93.5% | $10,133-97.1% |