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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 | $6,023 | $152,619-96.1% | $125,195-95.2% | $152,909-96.1% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.5%+9.9pp |
| Annual return | 8.68% | 54.85%-46.2pp | 43.79%-35.1pp | 345.46%-336.8pp |
| Employer contribution / active EE | $2,726 | $4,947-44.9% | $3,866-29.5% | $4,764-42.8% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $36 | $13,437-99.7% | $9,704-99.6% | $11,601-99.7% |