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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 | $14,777 | $55,457-73.4% | $77,361-80.9% | $94,015-84.3% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 3.97% | 15.57%-11.6pp | 1011.54%-1007.6pp | 17.84%-13.9pp |
| Employer contribution / active EE | $1,143 | $2,255-49.3% | $2,990-61.8% | $2,790-59.0% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $80 | $4,334-98.2% | $5,894-98.7% | $8,951-99.1% |