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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 | $6,537 | $56,134-88.4% | $96,192-93.2% | $85,851-92.4% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 9.46% | 42.30%-32.8pp | 192.09%-182.6pp | 318.63%-309.2pp |
| Employer contribution / active EE | $1,827 | $1,620+12.8% | $2,799-34.7% | $2,565-28.8% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $60 | $3,769-98.4% | $5,539-98.9% | $6,261-99.0% |