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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 | $2,494 | $103,000-97.6% | $90,300-97.2% | $152,885-98.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.99% | 95.19%-88.2pp | 78.11%-71.1pp | 345.39%-338.4pp |
| Employer contribution / active EE | $988 | $3,138-68.5% | $2,854-65.4% | $4,763-79.3% |
| Participant deferral / active EE | $1,560 | $4,281-63.6% | $3,884-59.8% | $5,851-73.3% |
| Admin fee / account holder | $158 | $6,173-97.4% | $5,353-97.0% | $11,598-98.6% |