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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 | $12,395 | $118,877-89.6% | $96,570-87.2% | $167,536-92.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 2.05% | 50.50%-48.5pp | 37.79%-35.7pp | 478.82%-476.8pp |
| Employer contribution / active EE | $1,136 | $3,121-63.6% | $2,357-51.8% | $4,839-76.5% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $111 | $8,069-98.6% | $6,182-98.2% | $12,315-99.1% |