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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 | $13,385 | $153,311-91.3% | $109,313-87.8% | $273,972-95.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -0.10% | 29.86%-30.0pp | 22.07%-22.2pp | 41.46%-41.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,155 | $3,932+5.7% | $3,166+31.2% | $5,287-21.4% |
| Admin fee / account holder | $19 | $8,076-99.8% | $5,666-99.7% | $10,133-99.8% |