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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 | $17,009 | $98,776-82.8% | $149,745-88.6% | $79,856-78.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.11% | 27.38%-19.3pp | 276.72%-268.6pp | 31.71%-23.6pp |
| Employer contribution / active EE | $889 | $3,217-72.4% | $4,646-80.9% | $2,471-64.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $228 | $6,053-96.2% | $9,312-97.6% | $5,306-95.7% |