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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 | $6,307 | $35,183-82.1% | $73,550-91.4% | $70,126-91.0% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 10.91% | 26.90%-16.0pp | -15.16%+26.1pp | 73.15%-62.2pp |
| Employer contribution / active EE | $196 | $709-72.3% | $1,219-83.9% | $2,343-91.6% |
| Participant deferral / active EE | $424 | $1,220-65.3% | $1,804-76.5% | $3,332-87.3% |
| Admin fee / account holder | $11 | $2,302-99.5% | $2,320-99.5% | $4,645-99.8% |