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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 | $4,867 | $78,705-93.8% | $117,860-95.9% | $70,124-93.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 5.12% | 23.30%-18.2pp | 335.10%-330.0pp | 73.14%-68.0pp |
| Employer contribution / active EE | $1,954 | $2,223-12.1% | $3,786-48.4% | $2,342-16.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,021-100.0% | $4,645-100.0% |