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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 | $5,983 | $79,025-92.4% | - | $273,972-97.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | - | 83.0%+17.0pp |
| Annual return | -11.38% | 18.58%-30.0pp | - | 41.46%-52.8pp |
| Employer contribution / active EE | $5,000 | $4,094+22.1% | - | $4,869+2.7% |
| Participant deferral / active EE | $0 | $3,420-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $175 | $13,337-98.7% | - | $10,133-98.3% |