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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 | $13,503 | $117,846-88.5% | $102,434-86.8% | $145,884-90.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 1.93% | 31.90%-30.0pp | 29.46%-27.5pp | 551.85%-549.9pp |
| Employer contribution / active EE | $7,707 | $3,615+113.2% | $3,023+154.9% | $4,662+65.3% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $38 | $13,356-99.7% | $9,462-99.6% | $13,392-99.7% |