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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 | $8,280 | $52,279-84.2% | $89,414-90.7% | $79,852-89.6% |
| Participation rate | 98.0% | 57.5%+40.5pp | 68.0%+30.1pp | 69.6%+28.4pp |
| Annual return | 3.34% | 22.16%-18.8pp | 245.50%-242.2pp | 31.72%-28.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,883-100.0% | $5,306-100.0% |