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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 | $4,855 | $85,171-94.3% | $172,752-97.2% | $72,975-93.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.29% | 27.32%-23.0pp | 802.97%-798.7pp | 81.01%-76.7pp |
| Employer contribution / active EE | $1,260 | $3,324-62.1% | $5,144-75.5% | $2,440-48.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $158 | $5,880-97.3% | $13,955-98.9% | $5,124-96.9% |