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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 | $5,317 | $98,776-94.6% | $149,745-96.4% | $79,856-93.3% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 0.10% | 27.38%-27.3pp | 276.72%-276.6pp | 31.71%-31.6pp |
| Employer contribution / active EE | $2,731 | $3,217-15.1% | $4,646-41.2% | $2,471+10.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $11 | $6,053-99.8% | $9,312-99.9% | $5,306-99.8% |