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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 | $9,051 | $73,546-87.7% | $63,018-85.6% | $147,586-93.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.08% | 175.56%-168.5pp | 87.62%-80.5pp | 578.59%-571.5pp |
| Employer contribution / active EE | $2,534 | $3,324-23.8% | $2,761-8.2% | $4,876-48.0% |
| Participant deferral / active EE | $1,236 | $4,185-70.5% | $3,330-62.9% | $5,439-77.3% |
| Admin fee / account holder | $2 | $5,956-100.0% | $3,601-99.9% | $10,886-100.0% |