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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 | $5,429 | $100,139-94.6% | $85,187-93.6% | $145,884-96.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.02% | 84.15%-78.1pp | 66.67%-60.6pp | 551.85%-545.8pp |
| Employer contribution / active EE | $1,398 | $3,238-56.8% | $2,732-48.8% | $4,662-70.0% |
| Participant deferral / active EE | $2,138 | $5,296-59.6% | $4,525-52.8% | $6,690-68.0% |
| Admin fee / account holder | $29 | $7,262-99.6% | $6,162-99.5% | $13,392-99.8% |