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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 | $8,391 | $60,349-86.1% | $74,184-88.7% | $62,881-86.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.01% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.2pp |
| Employer contribution / active EE | $3,704 | $1,680+120.4% | $2,370+56.3% | $2,281+62.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $28 | $4,261-99.4% | $5,586-99.5% | $4,296-99.4% |