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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 | $5,529 | $90,486-93.9% | $78,676-93.0% | $273,972-98.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.07% | 75.62%-75.6pp | 62.19%-62.1pp | 41.46%-41.4pp |
| Employer contribution / active EE | $2,142 | $3,175-32.5% | $2,850-24.8% | $4,869-56.0% |
| Participant deferral / active EE | $2,489 | $3,901-36.2% | $3,517-29.2% | $5,287-52.9% |
| Admin fee / account holder | $274 | $5,263-94.8% | $4,510-93.9% | $10,133-97.3% |