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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 | $7,238 | $65,703-89.0% | $94,228-92.3% | $59,633-87.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -5.91% | 5.22%-11.1pp | 10.68%-16.6pp | 2041.40%-2047.3pp |
| Employer contribution / active EE | $4,507 | $2,021+123.1% | $3,587+25.7% | $2,203+104.6% |
| Participant deferral / active EE | $2,162 | $3,143-31.2% | $4,320-49.9% | $3,192-32.2% |
| Admin fee / account holder | $135 | $4,264-96.8% | $6,269-97.8% | $4,297-96.8% |