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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 | $19,572 | $85,766-77.2% | $136,298-85.6% | $70,126-72.1% |
| Participation rate | 94.3% | 74.2%+20.1pp | 81.9%+12.4pp | 69.5%+24.7pp |
| Annual return | 6.52% | 31.46%-24.9pp | 5156.27%-5149.7pp | 73.15%-66.6pp |
| Employer contribution / active EE | $971 | $2,966-67.2% | $4,696-79.3% | $2,343-58.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $36 | $5,421-99.3% | $9,244-99.6% | $4,645-99.2% |