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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 | $3,886 | $57,305-93.2% | $86,640-95.5% | $75,173-94.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 10.75% | 2674.24%-2663.5pp | 592.52%-581.8pp | 160.72%-150.0pp |
| Employer contribution / active EE | $522 | $2,316-77.5% | $3,024-82.7% | $2,671-80.5% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $251 | $4,116-93.9% | $5,616-95.5% | $5,651-95.6% |