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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 | $8,666 | $108,911-92.0% | $100,392-91.4% | $145,884-94.1% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 6.39% | 58.23%-51.8pp | 49.45%-43.1pp | 551.85%-545.5pp |
| Employer contribution / active EE | $2,805 | $4,420-36.5% | $3,941-28.8% | $4,662-39.8% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $33 | $9,698-99.7% | $7,904-99.6% | $13,392-99.8% |