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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 | $8,603 | $155,840-94.5% | $124,694-93.1% | $167,553-94.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 0.01% | 17.98%-18.0pp | 5144.82%-5144.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,904 | $4,165-54.3% | $3,325-42.7% | $4,840-60.7% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |