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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 | $8,254 | $166,020-95.0% | $164,866-95.0% | $145,959-94.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.20% | 100.08%-93.9pp | 69.97%-63.8pp | 561.95%-555.7pp |
| Employer contribution / active EE | $2,797 | $5,275-47.0% | $4,343-35.6% | $4,661-40.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $54 | $16,644-99.7% | $12,689-99.6% | $13,398-99.6% |