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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 | $2,071 | $99,009-97.9% | $86,581-97.6% | $147,585-98.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.04% | 1312.70%-1305.7pp | 965.06%-958.0pp | 578.58%-571.5pp |
| Employer contribution / active EE | $147 | $3,132-95.3% | $2,840-94.8% | $4,876-97.0% |
| Participant deferral / active EE | $1,121 | $3,972-71.8% | $3,609-68.9% | $5,439-79.4% |
| Admin fee / account holder | $260 | $5,709-95.4% | $4,904-94.7% | $10,886-97.6% |