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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 | $1,559 | $39,028-96.0% | $80,741-98.1% | $85,847-98.2% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 4.36% | 26.31%-22.0pp | 87.30%-82.9pp | 318.61%-314.3pp |
| Employer contribution / active EE | $758 | $722+5.0% | $1,160-34.6% | $2,565-70.4% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10 | $2,429-99.6% | $3,380-99.7% | $6,261-99.8% |