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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 | $9,880 | $111,814-91.2% | $103,374-90.4% | $145,959-93.2% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 1.16% | 24.77%-23.6pp | 24.89%-23.7pp | 561.95%-560.8pp |
| Employer contribution / active EE | $2,908 | $4,214-31.0% | $3,869-24.8% | $4,661-37.6% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $60 | $9,754-99.4% | $8,394-99.3% | $13,398-99.6% |