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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 | $53,063-90.7% | $124,206-96.0% | $82,637-94.0% |
| Participation rate | 86.6% | 58.4%+28.2pp | 69.6%+17.0pp | 68.1%+18.5pp |
| Annual return | 4.25% | 68.87%-64.6pp | 515.27%-511.0pp | 53.51%-49.3pp |
| Employer contribution / active EE | $1,220 | $1,530-20.3% | $3,540-65.6% | $2,552-52.2% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $139 | $4,281-96.7% | $5,929-97.6% | $7,339-98.1% |