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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 | $9,807 | $61,815-84.1% | $97,295-89.9% | $80,959-87.9% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.7%+24.0pp | 67.7%+29.0pp |
| Annual return | 4.03% | -558.73%+562.8pp | 75.62%-71.6pp | 35.67%-31.6pp |
| Employer contribution / active EE | $6,667 | $1,836+263.0% | $2,723+144.8% | $2,757+141.8% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,646-100.0% | $6,925-100.0% |