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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 | $1,972 | $101,795-98.1% | $165,100-98.8% | $80,959-97.6% |
| Participation rate | 75.6% | 71.8%+3.7pp | 78.6%-3.1pp | 67.7%+7.9pp |
| Annual return | 0.01% | 16.73%-16.7pp | 70.21%-70.2pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,340 | $2,954-54.6% | $4,348-69.2% | $2,757-51.4% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |