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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 | $101,778-94.8% | $164,975-96.8% | $80,925-93.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 6.07% | 16.73%-10.7pp | 70.12%-64.0pp | 35.65%-29.6pp |
| Employer contribution / active EE | $1,188 | $2,954-59.8% | $4,343-72.6% | $2,756-56.9% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $40 | $8,221-99.5% | $12,688-99.7% | $6,940-99.4% |