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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 | $88,672-84.9% | $105,223-87.3% | $82,448-83.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 3.64% | 30.86%-27.2pp | 180.65%-177.0pp | 41.64%-38.0pp |
| Employer contribution / active EE | $3,205 | $3,048+5.2% | $3,689-13.1% | $2,551+25.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $53 | $7,146-99.3% | $8,859-99.4% | $7,234-99.3% |