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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 | $6,589 | $105,210-93.7% | $159,487-95.9% | $85,851-92.3% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 11.54% | 45.08%-33.5pp | 263.71%-252.2pp | 318.63%-307.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,141 | $5,946-47.2% | $7,354-57.3% | $3,952-20.5% |
| Admin fee / account holder | $250 | $6,934-96.4% | $10,804-97.7% | $6,261-96.0% |