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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 | $11,971 | $113,338-89.4% | $94,993-87.4% | $147,586-91.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 5.03% | 20.80%-15.8pp | 27.14%-22.1pp | 578.59%-573.6pp |
| Employer contribution / active EE | $283 | $3,160-91.0% | $2,603-89.1% | $4,876-94.2% |
| Participant deferral / active EE | $711 | $3,777-81.2% | $3,317-78.6% | $5,439-86.9% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |