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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 | $11,009 | $90,486-87.8% | $78,676-86.0% | $273,972-96.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.61% | 75.62%-77.2pp | 62.19%-63.8pp | 41.46%-43.1pp |
| Employer contribution / active EE | $5,070 | $3,175+59.7% | $2,850+77.9% | $4,869+4.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $63 | $5,263-98.8% | $4,510-98.6% | $10,133-99.4% |