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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 | $6,331 | $83,337-92.4% | $67,834-90.7% | $273,972-97.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 2.39% | 259.45%-257.1pp | 138.47%-136.1pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,172 | $3,287-64.3% | $2,403-51.2% | $4,869-75.9% |
| Participant deferral / active EE | $3,866 | $4,088-5.4% | $3,160+22.3% | $5,287-26.9% |
| Admin fee / account holder | $199 | $6,752-97.1% | $4,622-95.7% | $10,133-98.0% |