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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 | $9,517 | $71,197-86.6% | $93,669-89.8% | $80,925-88.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 4.06% | 11.27%-7.2pp | 133.59%-129.5pp | 35.65%-31.6pp |
| Employer contribution / active EE | $851 | $1,565-45.6% | $2,424-64.9% | $2,756-69.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $115 | $6,959-98.3% | $8,291-98.6% | $6,940-98.3% |