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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 | $101,778-98.1% | $164,975-98.8% | $80,925-97.6% |
| Participation rate | 75.6% | 71.8%+3.7pp | 78.6%-3.1pp | 67.7%+7.9pp |
| Annual return | 0.01% | 16.73%-16.7pp | 70.12%-70.1pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,340 | $2,954-54.6% | $4,343-69.1% | $2,756-51.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,688-100.0% | $6,940-100.0% |