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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 | $7,585 | $176,688-95.7% | $130,660-94.2% | $152,909-95.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 3.60% | 2693.08%-2689.5pp | 1709.29%-1705.7pp | 345.46%-341.9pp |
| Employer contribution / active EE | $364 | $5,743-93.7% | $4,092-91.1% | $4,764-92.4% |
| Participant deferral / active EE | $463 | $4,362-89.4% | $3,603-87.2% | $5,851-92.1% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |