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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 | $6,150 | $55,889-89.0% | $76,119-91.9% | $80,935-92.4% |
| Participation rate | 96.4% | 62.1%+34.4pp | 69.1%+27.4pp | 67.7%+28.8pp |
| Annual return | 8.47% | 20.58%-12.1pp | 361.25%-352.8pp | 35.66%-27.2pp |
| Employer contribution / active EE | $3,635 | $1,866+94.8% | $2,693+35.0% | $2,757+31.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,241-100.0% | $6,421-100.0% | $6,924-100.0% |