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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 | $6,273 | $57,140-89.0% | $85,240-92.6% | $80,959-92.3% |
| Participation rate | 92.6% | 56.4%+36.2pp | 67.5%+25.1pp | 67.7%+24.9pp |
| Annual return | 0.00% | 21.71%-21.7pp | 66.75%-66.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $4,992-100.0% | $6,165-100.0% | $6,925-100.0% |