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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 | $15,668 | $124,346-87.4% | $111,308-85.9% | $167,536-90.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 1.06% | 37.45%-36.4pp | 54.67%-53.6pp | 478.82%-477.8pp |
| Employer contribution / active EE | $1,557 | $3,437-54.7% | $2,732-43.0% | $4,839-67.8% |
| Participant deferral / active EE | $2,869 | $5,182-44.6% | $4,487-36.1% | $6,342-54.8% |
| Admin fee / account holder | $112 | $10,621-98.9% | $7,965-98.6% | $12,315-99.1% |