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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 | $10,664 | $101,063-89.4% | $81,473-86.9% | $147,586-92.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 1.35% | 32.41%-31.1pp | 38.78%-37.4pp | 578.59%-577.2pp |
| Employer contribution / active EE | $1,183 | $3,206-63.1% | $2,568-53.9% | $4,876-75.7% |
| Participant deferral / active EE | $1,320 | $4,242-68.9% | $3,537-62.7% | $5,439-75.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |