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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 | $11,651 | $85,171-86.3% | $172,752-93.3% | $72,975-84.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.39% | 27.32%-22.9pp | 802.97%-798.6pp | 81.01%-76.6pp |
| Employer contribution / active EE | $4,922 | $3,324+48.1% | $5,144-4.3% | $2,440+101.7% |
| Participant deferral / active EE | $2,687 | $3,260-17.6% | $5,198-48.3% | $3,608-25.5% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |