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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 | $1,992 | $48,364-95.9% | $71,796-97.2% | $62,881-96.8% |
| Participation rate | 96.3% | 60.6%+35.7pp | 69.1%+27.2pp | 69.3%+27.0pp |
| Annual return | 0.89% | 13.16%-12.3pp | 78.04%-77.2pp | 20.14%-19.3pp |
| Employer contribution / active EE | $185 | $1,042-82.2% | $1,924-90.4% | $2,281-91.9% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $26 | $3,771-99.3% | $4,815-99.5% | $4,296-99.4% |