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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 | $3,858 | $85,171-95.5% | $172,753-97.8% | $72,976-94.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.43% | 27.32%-23.9pp | 803.00%-799.6pp | 81.02%-77.6pp |
| Employer contribution / active EE | $1,209 | $3,324-63.6% | $5,144-76.5% | $2,440-50.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $84 | $5,880-98.6% | $13,956-99.4% | $5,124-98.4% |