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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 | $4,061 | $84,236-95.2% | $170,435-97.6% | $70,126-94.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.05% | 23.06%-12.0pp | 205.94%-194.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $807 | $3,387-76.2% | $5,432-85.2% | $2,343-65.6% |
| Participant deferral / active EE | $943 | $3,086-69.5% | $4,939-80.9% | $3,332-71.7% |
| Admin fee / account holder | $224 | $5,698-96.1% | $13,881-98.4% | $4,645-95.2% |