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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 | $6,055 | $52,279-88.4% | $89,435-93.2% | $79,856-92.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 10.44% | 22.16%-11.7pp | 245.55%-235.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $575 | $1,572-63.4% | $2,587-77.8% | $2,471-76.7% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $227 | $3,356-93.2% | $4,884-95.3% | $5,306-95.7% |