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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 | $3,675 | $48,078-92.4% | $78,676-95.3% | $62,881-94.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 1.77% | 31.36%-29.6pp | 62.19%-60.4pp | 20.14%-18.4pp |
| Employer contribution / active EE | $588 | $2,015-70.8% | $2,850-79.4% | $2,281-74.2% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $21 | $3,206-99.4% | $4,510-99.5% | $4,296-99.5% |