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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 | $169,237-95.6% | $129,339-94.2% | $145,978-94.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.29% | 14364.43%-14360.1pp | 9437.05%-9432.8pp | 550.52%-546.2pp |
| Employer contribution / active EE | $1,118 | $5,540-79.8% | $4,154-73.1% | $4,662-76.0% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $65 | $9,882-99.3% | $7,668-99.2% | $13,400-99.5% |