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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 | $5,271 | $81,664-93.5% | $70,476-92.5% | $158,966-96.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.32% | 208.59%-204.3pp | 109.12%-104.8pp | 302.95%-298.6pp |
| Employer contribution / active EE | $2,420 | $3,219-24.8% | $2,738-11.6% | $4,762-49.2% |
| Participant deferral / active EE | $1,955 | $4,556-57.1% | $3,710-47.3% | $5,983-67.3% |
| Admin fee / account holder | $69 | $6,197-98.9% | $3,847-98.2% | $11,250-99.4% |