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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 | $6,588 | $180,749-96.4% | $160,784-95.9% | $137,256-95.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.03% | 2234.46%-2224.4pp | 1803.92%-1793.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,352 | $4,155-43.4% | $3,733-37.0% | $4,156-43.4% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $155 | $10,397-98.5% | $9,717-98.4% | $12,270-98.7% |