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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 | $19,057 | $102,382-81.4% | $147,005-87.0% | $80,874-76.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 5.91% | 134.89%-129.0pp | 418.76%-412.9pp | 35.62%-29.7pp |
| Employer contribution / active EE | $3,426 | $3,715-7.8% | $4,934-30.6% | $2,756+24.3% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $95 | $7,942-98.8% | $13,006-99.3% | $6,935-98.6% |