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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 | $10,468 | $104,251-90.0% | $91,004-88.5% | $147,586-92.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 0.16% | 27.06%-26.9pp | 4.60%-4.4pp | 578.59%-578.4pp |
| Employer contribution / active EE | $1,564 | $3,116-49.8% | $2,456-36.3% | $4,876-67.9% |
| Participant deferral / active EE | $1,620 | $4,195-61.4% | $3,548-54.3% | $5,439-70.2% |
| Admin fee / account holder | $250 | $8,948-97.2% | $5,417-95.4% | $10,886-97.7% |