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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 | $7,614 | $103,008-92.6% | $90,304-91.6% | $152,897-95.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 9.75% | 95.22%-85.5pp | 78.13%-68.4pp | 345.43%-335.7pp |
| Employer contribution / active EE | $643 | $3,139-79.5% | $2,855-77.5% | $4,764-86.5% |
| Participant deferral / active EE | $857 | $4,281-80.0% | $3,885-77.9% | $5,851-85.4% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |