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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 | $9,145 | $105,960-91.4% | $81,726-88.8% | $158,982-94.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -1.45% | 38.19%-39.6pp | 29.49%-30.9pp | 302.99%-304.4pp |
| Employer contribution / active EE | $3,000 | $7,805-61.6% | $4,311-30.4% | $4,763-37.0% |
| Participant deferral / active EE | $5,400 | $13,011-58.5% | $7,108-24.0% | $5,983-9.8% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |