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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 | $3,636 | $77,638-95.3% | $156,551-97.7% | $62,881-94.2% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 3.30% | 50.33%-47.0pp | 32.23%-28.9pp | 20.14%-16.8pp |
| Employer contribution / active EE | $551 | $3,444-84.0% | $5,501-90.0% | $2,281-75.8% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $225 | $5,561-96.0% | $13,028-98.3% | $4,296-94.8% |