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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 | $9,217 | $102,696-91.0% | $86,235-89.3% | $139,487-93.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.22% | 1925.91%-1917.7pp | 1170.03%-1161.8pp | 373.84%-365.6pp |
| Employer contribution / active EE | $4,762 | $3,034+56.9% | $2,381+100.0% | $4,755+0.1% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $58 | $8,667-99.3% | $6,856-99.2% | $11,407-99.5% |