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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 | $9,613 | $100,041-90.4% | $149,718-93.6% | $70,131-86.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 7.22% | 27.43%-20.2pp | 1501.67%-1494.5pp | 73.14%-65.9pp |
| Employer contribution / active EE | $2,353 | $3,662-35.7% | $5,445-56.8% | $2,342+0.4% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $68 | $8,286-99.2% | $11,283-99.4% | $4,645-98.5% |