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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 | $8,402 | $63,342-86.7% | $92,235-90.9% | $70,131-88.0% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 5.02% | 530.15%-525.1pp | 176.28%-171.3pp | 73.14%-68.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |