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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 | $4,793 | $53,837-91.1% | $75,717-93.7% | $85,856-94.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 8.93% | 24.54%-15.6pp | 104.58%-95.7pp | 318.58%-309.7pp |
| Employer contribution / active EE | $862 | $2,017-57.3% | $2,743-68.6% | $2,565-66.4% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $238 | $3,341-92.9% | $3,619-93.4% | $6,261-96.2% |