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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 | $7,014 | $100,911-93.0% | $90,440-92.2% | $158,966-95.6% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 0.49% | 1726.62%-1726.1pp | 1294.38%-1293.9pp | 302.95%-302.5pp |
| Employer contribution / active EE | $1,093 | $3,690-70.4% | $3,263-66.5% | $4,762-77.1% |
| Participant deferral / active EE | $1,651 | $4,348-62.0% | $3,964-58.4% | $5,983-72.4% |
| Admin fee / account holder | $15 | $6,507-99.8% | $5,615-99.7% | $11,250-99.9% |