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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 | $5,494 | $68,681-92.0% | $86,615-93.7% | $85,847-93.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 4.91% | 20.12%-15.2pp | 63.51%-58.6pp | 318.61%-313.7pp |
| Employer contribution / active EE | $1,329 | $1,880-29.3% | $2,496-46.8% | $2,565-48.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $20 | $5,974-99.7% | $5,830-99.7% | $6,261-99.7% |