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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 | $7,467 | $169,356-95.6% | $129,406-94.2% | $145,897-94.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.29% | 14418.62%-14414.3pp | 9468.18%-9463.9pp | 552.29%-548.0pp |
| Employer contribution / active EE | $1,118 | $5,542-79.8% | $4,155-73.1% | $4,663-76.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $65 | $9,915-99.3% | $7,689-99.2% | $13,390-99.5% |