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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 | $23,850 | $102,382-76.7% | $147,005-83.8% | $80,874-70.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 7.79% | 134.89%-127.1pp | 418.76%-411.0pp | 35.62%-27.8pp |
| Employer contribution / active EE | $8,080 | $3,715+117.5% | $4,934+63.7% | $2,756+193.2% |
| Participant deferral / active EE | $4,638 | $6,646-30.2% | $8,070-42.5% | $4,297+7.9% |
| Admin fee / account holder | $267 | $7,942-96.6% | $13,006-97.9% | $6,935-96.2% |