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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 | $5,280 | $124,351-95.8% | $109,188-95.2% | $167,553-96.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 2.00% | 26.04%-24.0pp | 25.76%-23.8pp | 478.89%-476.9pp |
| Employer contribution / active EE | $3,031 | $4,210-28.0% | $3,723-18.6% | $4,840-37.4% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |