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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 | $7,839 | $104,937-92.5% | $84,628-90.7% | $152,897-94.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 7.55% | 373.88%-366.3pp | 258.80%-251.2pp | 345.43%-337.9pp |
| Employer contribution / active EE | $419 | $3,303-87.3% | $2,653-84.2% | $4,764-91.2% |
| Participant deferral / active EE | $1,124 | $4,690-76.0% | $3,900-71.2% | $5,851-80.8% |
| Admin fee / account holder | $32 | $6,243-99.5% | $4,914-99.3% | $11,599-99.7% |