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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 | $3,948 | $99,994-96.1% | $146,647-97.3% | $85,851-95.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 6.15% | 18.93%-12.8pp | 22.75%-16.6pp | 318.63%-312.5pp |
| Employer contribution / active EE | $1,193 | $2,559-53.4% | $4,137-71.2% | $2,565-53.5% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $157 | $7,703-98.0% | $10,281-98.5% | $6,261-97.5% |