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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 | $10,347 | $73,978-86.0% | $96,515-89.3% | $75,173-86.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 1.34% | 26.72%-25.4pp | 35.73%-34.4pp | 160.72%-159.4pp |
| Employer contribution / active EE | $2,007 | $2,931-31.5% | $3,740-46.3% | $2,671-24.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $112 | $5,219-97.8% | $6,735-98.3% | $5,651-98.0% |