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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 | $5,245 | $101,795-94.8% | $165,100-96.8% | $80,959-93.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 6.07% | 16.73%-10.7pp | 70.21%-64.1pp | 35.67%-29.6pp |
| Employer contribution / active EE | $1,188 | $2,954-59.8% | $4,348-72.7% | $2,757-56.9% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $40 | $8,221-99.5% | $12,696-99.7% | $6,925-99.4% |