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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 | $10,452 | $117,895-91.1% | $102,460-89.8% | $145,897-92.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.05% | 31.92%-27.9pp | 29.47%-25.4pp | 552.29%-548.2pp |
| Employer contribution / active EE | $2,727 | $3,619-24.6% | $3,025-9.8% | $4,663-41.5% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $125 | $13,353-99.1% | $9,460-98.7% | $13,390-99.1% |