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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 | $5,490 | $113,338-95.2% | $94,993-94.2% | $147,586-96.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | -1.74% | 20.80%-22.5pp | 27.14%-28.9pp | 578.59%-580.3pp |
| Employer contribution / active EE | $1,250 | $3,160-60.4% | $2,603-52.0% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $64 | $6,063-98.9% | $4,960-98.7% | $10,886-99.4% |