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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 | $6,177 | $81,664-92.4% | $70,476-91.2% | $158,966-96.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 2.64% | 208.59%-206.0pp | 109.12%-106.5pp | 302.95%-300.3pp |
| Employer contribution / active EE | $1,018 | $3,219-68.4% | $2,738-62.8% | $4,762-78.6% |
| Participant deferral / active EE | $1,625 | $4,556-64.3% | $3,710-56.2% | $5,983-72.8% |
| Admin fee / account holder | $78 | $6,197-98.7% | $3,847-98.0% | $11,250-99.3% |