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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 | $13,051 | $63,346-79.4% | $92,240-85.9% | $70,126-81.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 7.84% | 530.19%-522.3pp | 176.29%-168.5pp | 73.15%-65.3pp |
| Employer contribution / active EE | $1,020 | $2,471-58.7% | $3,680-72.3% | $2,343-56.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $284 | $3,841-92.6% | $5,194-94.5% | $4,645-93.9% |