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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 | $4,355 | $34,316-87.3% | $74,722-94.2% | $72,975-94.0% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 12.08% | 26.58%-14.5pp | 753.11%-741.0pp | 81.01%-68.9pp |
| Employer contribution / active EE | $2,938 | $692+324.6% | $1,084+171.0% | $2,440+20.4% |
| Participant deferral / active EE | $1,504 | $1,272+18.2% | $1,963-23.4% | $3,608-58.3% |
| Admin fee / account holder | $88 | $2,125-95.9% | $3,335-97.4% | $5,124-98.3% |