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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 | $1,337 | $78,707-98.3% | $117,861-98.9% | $70,126-98.1% |
| Participation rate | 98.7% | 73.2%+25.5pp | 79.7%+19.0pp | 69.5%+29.1pp |
| Annual return | 1.06% | 23.30%-22.2pp | 335.11%-334.0pp | 73.15%-72.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |