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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 | $9,605 | $110,410-91.3% | $102,437-90.6% | $145,897-93.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -0.01% | 24.85%-24.9pp | 24.95%-25.0pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,969 | $4,217-29.6% | $3,871-23.3% | $4,663-36.3% |
| Participant deferral / active EE | $4,453 | $5,622-20.8% | $5,060-12.0% | $6,689-33.4% |
| Admin fee / account holder | $296 | $9,745-97.0% | $8,388-96.5% | $13,390-97.8% |