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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 | $8,239 | $106,267-92.2% | $96,520-91.5% | $139,456-94.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.20% | 38.45%-38.3pp | 35.72%-35.5pp | 373.45%-373.3pp |
| Employer contribution / active EE | $2,215 | $4,105-46.0% | $3,739-40.8% | $4,753-53.4% |
| Participant deferral / active EE | $3,233 | $5,454-40.7% | $4,879-33.7% | $6,711-51.8% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |