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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 | $24,102 | $206,041-88.3% | $201,416-88.0% | $330,599-92.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 43.7%+56.3pp |
| Annual return | -0.51% | 7.46%-8.0pp | 8.10%-8.6pp | 13.05%-13.6pp |
| Employer contribution / active EE | $10,550 | $34,689-69.6% | $28,649-63.2% | $37,664-72.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $41 | $63,103-99.9% | $60,136-99.9% | $31,365-99.9% |