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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 | $8,625 | $91,037-90.5% | $71,671-88.0% | $147,586-94.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.14% | 20.48%-20.3pp | 20.65%-20.5pp | 578.59%-578.5pp |
| Employer contribution / active EE | $1,905 | $3,327-42.7% | $2,460-22.6% | $4,876-60.9% |
| Participant deferral / active EE | $3,222 | $4,498-28.4% | $3,438-6.3% | $5,439-40.8% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |