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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 | $102,429-76.7% | $147,096-83.8% | $80,925-70.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 7.79% | 135.02%-127.2pp | 419.75%-412.0pp | 35.65%-27.9pp |
| Employer contribution / active EE | $8,080 | $3,716+117.5% | $4,936+63.7% | $2,756+193.1% |
| Participant deferral / active EE | $4,638 | $6,649-30.2% | $8,071-42.5% | $4,299+7.9% |
| Admin fee / account holder | $267 | $7,957-96.6% | $13,005-97.9% | $6,940-96.2% |