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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 | $3,155 | $60,139-94.8% | $90,461-96.5% | $79,856-96.0% |
| Participation rate | 97.9% | 65.0%+32.9pp | 72.7%+25.2pp | 69.6%+28.3pp |
| Annual return | 2.97% | 71.96%-69.0pp | 1294.76%-1291.8pp | 31.71%-28.7pp |
| Employer contribution / active EE | $344 | $2,069-83.4% | $3,264-89.5% | $2,471-86.1% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |