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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 | $61,755-84.1% | $97,161-89.9% | $80,911-87.9% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.7%+24.0pp | 67.6%+29.0pp |
| Annual return | 4.03% | -557.90%+561.9pp | 75.36%-71.3pp | 35.63%-31.6pp |
| Employer contribution / active EE | $6,667 | $1,835+263.3% | $2,723+144.8% | $2,756+141.9% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,265-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,647-100.0% | $6,935-100.0% |