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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 | $8,019 | $56,134-85.7% | $96,171-91.7% | $85,847-90.7% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 4.66% | 42.30%-37.6pp | 192.04%-187.4pp | 318.61%-313.9pp |
| Employer contribution / active EE | $714 | $1,620-55.9% | $2,799-74.5% | $2,565-72.2% |
| Participant deferral / active EE | $958 | $2,858-66.5% | $4,350-78.0% | $3,952-75.8% |
| Admin fee / account holder | $20 | $3,769-99.5% | $5,538-99.6% | $6,261-99.7% |