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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 | $9,982 | $73,546-86.4% | $63,018-84.2% | $147,586-93.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.32% | 175.56%-167.2pp | 87.62%-79.3pp | 578.59%-570.3pp |
| Employer contribution / active EE | $808 | $3,324-75.7% | $2,761-70.7% | $4,876-83.4% |
| Participant deferral / active EE | $1,026 | $4,185-75.5% | $3,330-69.2% | $5,439-81.1% |
| Admin fee / account holder | $1 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |