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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 | $11,726 | $102,429-88.6% | $147,096-92.0% | $80,925-85.5% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.8pp | 67.7%+5.7pp |
| Annual return | 1.84% | 135.02%-133.2pp | 419.75%-417.9pp | 35.65%-33.8pp |
| Employer contribution / active EE | $4,064 | $3,716+9.4% | $4,936-17.7% | $2,756+47.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |