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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 | $2,885 | $106,923-97.3% | $84,023-96.6% | $152,909-98.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.27% | 105.02%-100.7pp | 71.32%-67.0pp | 345.46%-341.2pp |
| Employer contribution / active EE | $1,144 | $2,735-58.2% | $1,984-42.4% | $4,764-76.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7 | $8,289-99.9% | $6,102-99.9% | $11,601-99.9% |