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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 | $17,294 | $65,961-73.8% | $180,320-90.4% | $94,015-81.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 9.40% | 14.27%-4.9pp | 778.54%-769.1pp | 17.84%-8.4pp |
| Employer contribution / active EE | $1,773 | $1,737+2.0% | $4,108-56.8% | $2,790-36.5% |
| Participant deferral / active EE | $0 | $3,003-100.0% | $4,304-100.0% | $4,249-100.0% |
| Admin fee / account holder | $12 | $4,901-99.8% | $10,000-99.9% | $8,951-99.9% |