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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 | $25,384 | $317,707-92.0% | $271,705-90.7% | $263,064-90.4% |
| Participation rate | 100.0% | 95.8%+4.2pp | 91.9%+8.1pp | 95.8%+4.2pp |
| Annual return | -4.13% | -1.16%-3.0pp | -1.43%-2.7pp | -1.59%-2.5pp |
| Employer contribution / active EE | $8,773 | $25,463-65.5% | $22,279-60.6% | $33,160-73.5% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $1,725-100.0% | $7,831-100.0% |
| Admin fee / account holder | $181 | $11,001-98.4% | $9,035-98.0% | $9,535-98.1% |