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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 | $7,299 | $58,828-87.6% | $78,002-90.6% | $62,881-88.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | -0.04% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.2pp |
| Employer contribution / active EE | $2,500 | $1,672+49.6% | $2,470+1.2% | $2,281+9.6% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $18 | $4,393-99.6% | $5,481-99.7% | $4,296-99.6% |