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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 | $6,461 | $65,361-90.1% | $92,903-93.0% | $72,983-91.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 8.19% | 42.11%-33.9pp | 109.43%-101.2pp | 81.01%-72.8pp |
| Employer contribution / active EE | $3,698 | $2,594+42.6% | $3,653+1.2% | $2,440+51.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $37 | $4,251-99.1% | $5,795-99.4% | $5,124-99.3% |