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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 | $7,006 | $65,434-89.3% | $98,483-92.9% | $85,847-91.8% |
| Participation rate | 98.8% | 65.0%+33.7pp | 73.3%+25.4pp | 69.3%+29.4pp |
| Annual return | 11.52% | 21.75%-10.2pp | 1494.38%-1482.9pp | 318.61%-307.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,979 | $3,168-37.5% | $4,276-53.7% | $3,952-49.9% |
| Admin fee / account holder | $57 | $4,595-98.8% | $5,953-99.0% | $6,261-99.1% |