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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 | $8,864 | $215,361-95.9% | $171,082-94.8% | $273,972-96.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.01% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.4pp |
| Employer contribution / active EE | $3,000 | $4,967-39.6% | $4,002-25.0% | $4,869-38.4% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $192 | $10,846-98.2% | $8,520-97.7% | $10,133-98.1% |