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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 | $19,057 | $102,422-81.4% | $147,117-87.0% | $80,959-76.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 5.91% | 135.16%-129.2pp | 420.54%-414.6pp | 35.67%-29.8pp |
| Employer contribution / active EE | $3,426 | $3,717-7.9% | $4,932-30.6% | $2,757+24.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $95 | $7,953-98.8% | $12,993-99.3% | $6,925-98.6% |