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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 | $11,657 | $85,766-86.4% | $136,298-91.4% | $70,126-83.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 5.04% | 31.46%-26.4pp | 5156.27%-5151.2pp | 73.15%-68.1pp |
| Employer contribution / active EE | $2,810 | $2,966-5.3% | $4,696-40.2% | $2,343+20.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $34 | $5,421-99.4% | $9,244-99.6% | $4,645-99.3% |