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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 | $7,764 | $88,672-91.2% | $105,223-92.6% | $82,448-90.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 4.88% | 30.86%-26.0pp | 180.65%-175.8pp | 41.64%-36.8pp |
| Employer contribution / active EE | $1,252 | $3,048-58.9% | $3,689-66.1% | $2,551-50.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $279 | $7,146-96.1% | $8,859-96.9% | $7,234-96.1% |