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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 | $4,133 | $99,994-95.9% | $146,647-97.2% | $85,851-95.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 1.56% | 18.93%-17.4pp | 22.75%-21.2pp | 318.63%-317.1pp |
| Employer contribution / active EE | $752 | $2,559-70.6% | $4,137-81.8% | $2,565-70.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $49 | $7,703-99.4% | $10,281-99.5% | $6,261-99.2% |