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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 | $7,367 | $78,690-90.6% | $161,489-95.4% | $87,485-91.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 0.43% | 32.74%-32.3pp | 89.72%-89.3pp | 26.06%-25.6pp |
| Employer contribution / active EE | $2,517 | $2,588-2.8% | $4,268-41.0% | $2,596-3.1% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $260 | $6,724-96.1% | $16,006-98.4% | $7,775-96.7% |