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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 | $7,037 | $169,336-95.8% | $129,384-94.6% | $145,884-95.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.16% | 14408.70%-14401.5pp | 9461.77%-9454.6pp | 551.85%-544.7pp |
| Employer contribution / active EE | $1,365 | $5,540-75.4% | $4,153-67.1% | $4,662-70.7% |
| Participant deferral / active EE | $1,662 | $4,985-66.7% | $4,166-60.1% | $6,690-75.2% |
| Admin fee / account holder | $45 | $9,912-99.6% | $7,686-99.4% | $13,392-99.7% |