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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 | $5,297 | $102,632-94.8% | $81,988-93.5% | $158,950-96.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 0.04% | 61.05%-61.0pp | 41.31%-41.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,388 | $3,241-57.2% | $2,498-44.4% | $4,762-70.8% |
| Participant deferral / active EE | $1,435 | $4,649-69.1% | $3,722-61.4% | $5,983-76.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,248-100.0% |