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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 | $8,615 | $102,663-91.6% | $86,216-90.0% | $139,466-93.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.03% | 1924.52%-1918.5pp | 1169.42%-1163.4pp | 373.66%-367.6pp |
| Employer contribution / active EE | $6,347 | $3,035+109.2% | $2,382+166.5% | $4,754+33.5% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $13 | $8,663-99.8% | $6,853-99.8% | $11,409-99.9% |