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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 | $3,814 | $68,681-94.4% | $86,625-95.6% | $85,851-95.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 1.58% | 20.12%-18.5pp | 63.52%-61.9pp | 318.63%-317.1pp |
| Employer contribution / active EE | $644 | $1,880-65.7% | $2,496-74.2% | $2,565-74.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $228 | $5,974-96.2% | $5,830-96.1% | $6,261-96.4% |