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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 | $24,431 | $575,287-95.8% | $384,388-93.6% | $575,287-95.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 68.6%+31.4pp | 88.5%+11.5pp |
| Annual return | 2.95% | 7.52%-4.6pp | -6.91%+9.9pp | 7.52%-4.6pp |
| Employer contribution / active EE | $0 | $26,761-100.0% | $37,437-100.0% | $26,761-100.0% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $4,670-100.0% | $6,006-100.0% |
| Admin fee / account holder | $40 | $17,721-99.8% | $36,437-99.9% | $17,721-99.8% |