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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 | $5,902 | $110,212-94.6% | $96,534-93.9% | $139,466-95.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.43% | 26.42%-17.0pp | 25.88%-16.5pp | 373.66%-364.2pp |
| Employer contribution / active EE | $1,532 | $3,620-57.7% | $2,965-48.4% | $4,754-67.8% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $58 | $11,599-99.5% | $8,253-99.3% | $11,409-99.5% |