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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 | $5,386 | $61,390-91.2% | $112,228-95.2% | $75,177-92.8% |
| Participation rate | 97.6% | 61.6%+35.9pp | 72.4%+25.1pp | 67.2%+30.4pp |
| Annual return | 0.01% | 28.47%-28.5pp | 30.23%-30.2pp | 160.75%-160.7pp |
| Employer contribution / active EE | $1,220 | $2,015-39.5% | $3,432-64.5% | $2,671-54.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,752-100.0% | $5,651-100.0% |