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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 | $15,650 | $106,923-85.4% | $84,023-81.4% | $152,909-89.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 3.07% | 105.02%-101.9pp | 71.32%-68.3pp | 345.46%-342.4pp |
| Employer contribution / active EE | $725 | $2,735-73.5% | $1,984-63.5% | $4,764-84.8% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $164 | $8,289-98.0% | $6,102-97.3% | $11,601-98.6% |