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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 | $4,232 | $103,393-95.9% | $87,103-95.1% | $152,909-97.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.32% | 28.10%-25.8pp | 28.19%-25.9pp | 345.46%-343.1pp |
| Employer contribution / active EE | $1,076 | $3,221-66.6% | $2,521-57.3% | $4,764-77.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $81 | $12,195-99.3% | $7,491-98.9% | $11,601-99.3% |