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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 | $3,976 | $54,757-92.7% | $90,304-95.6% | $72,975-94.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 10.08% | 30.63%-20.6pp | 78.13%-68.1pp | 81.01%-70.9pp |
| Employer contribution / active EE | $542 | $2,093-74.1% | $2,855-81.0% | $2,440-77.8% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $107 | $3,973-97.3% | $5,354-98.0% | $5,124-97.9% |