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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 | $11,104 | $85,766-87.1% | $136,298-91.9% | $70,126-84.2% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 7.91% | 31.46%-23.5pp | 5156.27%-5148.4pp | 73.15%-65.2pp |
| Employer contribution / active EE | $3,680 | $2,966+24.1% | $4,696-21.6% | $2,343+57.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $32 | $5,421-99.4% | $9,244-99.6% | $4,645-99.3% |