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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 | $1,053 | $37,446-97.2% | $77,552-98.6% | $79,856-98.7% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 6.90% | 39.76%-32.9pp | 54.82%-47.9pp | 31.71%-24.8pp |
| Employer contribution / active EE | $676 | $637+6.1% | $987-31.5% | $2,471-72.6% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3 | $2,506-99.9% | $2,859-99.9% | $5,306-100.0% |