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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 | $6,864 | $101,798-93.3% | $165,071-95.8% | $80,935-91.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 6.34% | 16.73%-10.4pp | 70.17%-63.8pp | 35.66%-29.3pp |
| Employer contribution / active EE | $1,484 | $2,954-49.8% | $4,347-65.9% | $2,757-46.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $49 | $8,221-99.4% | $12,695-99.6% | $6,924-99.3% |