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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 | $5,510 | $85,171-93.5% | $172,753-96.8% | $72,976-92.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.82% | 27.32%-13.5pp | 803.00%-789.2pp | 81.02%-67.2pp |
| Employer contribution / active EE | $1,970 | $3,324-40.7% | $5,144-61.7% | $2,440-19.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9 | $5,880-99.9% | $13,956-99.9% | $5,124-99.8% |