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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 | $4,368 | $65,423-93.3% | $98,477-95.6% | $85,856-94.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 6.86% | 21.76%-14.9pp | 1493.59%-1486.7pp | 318.58%-311.7pp |
| Employer contribution / active EE | $690 | $2,168-68.2% | $2,961-76.7% | $2,565-73.1% |
| Participant deferral / active EE | $0 | $3,167-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $60 | $4,594-98.7% | $5,951-99.0% | $6,261-99.0% |