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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 | $13,362 | $110,307-87.9% | $96,576-86.2% | $139,456-90.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -1.19% | 26.40%-27.6pp | 25.87%-27.1pp | 373.45%-374.6pp |
| Employer contribution / active EE | $4,287 | $3,619+18.5% | $2,965+44.6% | $4,753-9.8% |
| Participant deferral / active EE | $4,287 | $5,547-22.7% | $4,851-11.6% | $6,711-36.1% |
| Admin fee / account holder | $90 | $11,597-99.2% | $8,253-98.9% | $11,407-99.2% |