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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 | $22,577 | $85,766-73.7% | $136,298-83.4% | $70,126-67.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.39% | 31.46%-31.1pp | 5156.27%-5155.9pp | 73.15%-72.8pp |
| Employer contribution / active EE | $10,946 | $2,966+269.1% | $4,696+133.1% | $2,343+367.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $109 | $5,421-98.0% | $9,244-98.8% | $4,645-97.7% |