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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 | $830 | $47,479-98.3% | $62,929-98.7% | $82,448-99.0% |
| Participation rate | 87.5% | 66.9%+20.6pp | 73.1%+14.4pp | 68.1%+19.4pp |
| Annual return | 6.92% | 20.34%-13.4pp | 1063.93%-1057.0pp | 41.64%-34.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $83 | $3,804-97.8% | $5,065-98.4% | $7,234-98.8% |