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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 | $10,826 | $60,139-82.0% | $90,461-88.0% | $79,856-86.4% |
| Participation rate | 98.0% | 65.0%+33.0pp | 72.7%+25.3pp | 69.6%+28.3pp |
| Annual return | 4.10% | 71.96%-67.9pp | 1294.76%-1290.7pp | 31.71%-27.6pp |
| Employer contribution / active EE | $510 | $2,069-75.3% | $3,264-84.4% | $2,471-79.4% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $290 | $3,978-92.7% | $5,617-94.8% | $5,306-94.5% |