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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 | $3,188 | $103,008-96.9% | $90,304-96.5% | $152,897-97.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 9.83% | 95.22%-85.4pp | 78.13%-68.3pp | 345.43%-335.6pp |
| Employer contribution / active EE | $1,123 | $3,139-64.2% | $2,855-60.7% | $4,764-76.4% |
| Participant deferral / active EE | $1,896 | $4,281-55.7% | $3,885-51.2% | $5,851-67.6% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |