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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 | $10,135 | $166,242-93.9% | $165,071-93.9% | $145,884-93.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.63% | 100.44%-91.8pp | 70.17%-61.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,529 | $5,283-71.1% | $4,347-64.8% | $4,662-67.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $239 | $16,658-98.6% | $12,695-98.1% | $13,392-98.2% |