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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 | $6,625 | $131,835-95.0% | $108,582-93.9% | $273,972-97.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.32% | -91.57%+92.9pp | -51.70%+53.0pp | 41.46%-40.1pp |
| Employer contribution / active EE | $2,976 | $4,913-39.4% | $3,758-20.8% | $4,869-38.9% |
| Participant deferral / active EE | $1,836 | $5,127-64.2% | $4,311-57.4% | $5,287-65.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |