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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 | $111,814-91.4% | $103,378-90.7% | $145,978-93.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -0.01% | 24.80%-24.8pp | 24.91%-24.9pp | 550.52%-550.5pp |
| Employer contribution / active EE | $2,969 | $4,215-29.6% | $3,870-23.3% | $4,662-36.3% |
| Participant deferral / active EE | $4,453 | $5,618-20.7% | $5,058-12.0% | $6,690-33.4% |
| Admin fee / account holder | $296 | $9,764-97.0% | $8,401-96.5% | $13,400-97.8% |