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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 | $8,237 | $48,078-82.9% | $78,676-89.5% | $62,881-86.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.19% | 31.36%-31.5pp | 62.19%-62.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,213 | $2,587-53.1% | $3,517-65.5% | $3,203-62.1% |
| Admin fee / account holder | $190 | $3,206-94.1% | $4,510-95.8% | $4,296-95.6% |