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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 | $25,035 | $105,284-76.2% | $150,734-83.4% | $94,015-73.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 7.43% | 15.67%-8.2pp | 600.81%-593.4pp | 17.84%-10.4pp |
| Employer contribution / active EE | $2,500 | $3,599-30.5% | $4,918-49.2% | $2,790-10.4% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $274 | $9,839-97.2% | $14,905-98.2% | $8,951-96.9% |