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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 | $17,249 | $65,704-73.7% | $94,229-81.7% | $59,633-71.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -5.88% | 5.22%-11.1pp | 10.68%-16.6pp | 2041.45%-2047.3pp |
| Employer contribution / active EE | $1,800 | $2,021-10.9% | $3,587-49.8% | $2,203-18.3% |
| Participant deferral / active EE | $3,021 | $3,143-3.9% | $4,320-30.1% | $3,192-5.4% |
| Admin fee / account holder | $271 | $4,265-93.7% | $6,269-95.7% | $4,297-93.7% |