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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 | $12,157 | $99,079-87.7% | $78,002-84.4% | $273,972-95.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 0.45% | 217.93%-217.5pp | 425.99%-425.5pp | 41.46%-41.0pp |
| Employer contribution / active EE | $879 | $3,308-73.4% | $2,470-64.4% | $4,869-81.9% |
| Participant deferral / active EE | $7,846 | $4,306+82.2% | $3,497+124.4% | $5,287+48.4% |
| Admin fee / account holder | $26 | $8,954-99.7% | $5,481-99.5% | $10,133-99.7% |