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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 | $5,859 | $117,895-95.0% | $102,460-94.3% | $145,897-96.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.57% | 31.92%-26.4pp | 29.47%-23.9pp | 552.29%-546.7pp |
| Employer contribution / active EE | $1,364 | $3,619-62.3% | $3,025-54.9% | $4,663-70.8% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $227 | $13,353-98.3% | $9,460-97.6% | $13,390-98.3% |