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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 | $7,417 | $77,638-90.4% | $156,551-95.3% | $62,881-88.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 1.18% | 50.33%-49.1pp | 32.23%-31.1pp | 20.14%-19.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $898 | $3,046-70.5% | $4,871-81.6% | $3,203-72.0% |
| Admin fee / account holder | $219 | $5,561-96.1% | $13,028-98.3% | $4,296-94.9% |