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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 | $7,041 | $181,896-96.1% | $156,551-95.5% | $273,972-97.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.05% | 30.74%-31.8pp | 32.23%-33.3pp | 41.46%-42.5pp |
| Employer contribution / active EE | $3,026 | $6,248-51.6% | $5,501-45.0% | $4,869-37.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $139 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |