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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 | $10,500 | $96,136-89.1% | $135,987-92.3% | $80,925-87.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 5.64% | 28.70%-23.1pp | 580.01%-574.4pp | 35.65%-30.0pp |
| Employer contribution / active EE | $1,724 | $3,350-48.5% | $4,214-59.1% | $2,756-37.4% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,027-100.0% | $4,299-100.0% |
| Admin fee / account holder | $273 | $8,236-96.7% | $6,716-95.9% | $6,940-96.1% |