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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 | $4,487 | $102,385-95.6% | $147,080-96.9% | $80,935-94.5% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | 5.27% | 135.09%-129.8pp | 420.17%-414.9pp | 35.66%-30.4pp |
| Employer contribution / active EE | $2,771 | $3,717-25.4% | $4,933-43.8% | $2,757+0.5% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |