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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 | $4,924 | $52,353-90.6% | $120,225-95.9% | $82,448-94.0% |
| Participation rate | 86.6% | 58.3%+28.3pp | 69.6%+17.0pp | 68.1%+18.5pp |
| Annual return | 4.25% | 61.85%-57.6pp | 439.23%-435.0pp | 41.64%-37.4pp |
| Employer contribution / active EE | $1,220 | $1,510-19.2% | $3,475-64.9% | $2,551-52.2% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $139 | $4,363-96.8% | $5,696-97.6% | $7,234-98.1% |