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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 | $8,407 | $100,911-91.7% | $90,440-90.7% | $158,966-94.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.71% | 1726.62%-1725.9pp | 1294.38%-1293.7pp | 302.95%-302.2pp |
| Employer contribution / active EE | $1,365 | $3,690-63.0% | $3,263-58.2% | $4,762-71.3% |
| Participant deferral / active EE | $1,965 | $4,348-54.8% | $3,964-50.4% | $5,983-67.2% |
| Admin fee / account holder | $71 | $6,507-98.9% | $5,615-98.7% | $11,250-99.4% |