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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 | $13,395 | $105,284-87.3% | $150,734-91.1% | $94,015-85.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 3.64% | 15.67%-12.0pp | 600.81%-597.2pp | 17.84%-14.2pp |
| Employer contribution / active EE | $3,205 | $3,599-10.9% | $4,918-34.8% | $2,790+14.9% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $53 | $9,839-99.5% | $14,905-99.6% | $8,951-99.4% |