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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 | $7,417 | $105,210-92.9% | $159,487-95.3% | $85,851-91.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 1.57% | 45.08%-43.5pp | 263.71%-262.1pp | 318.63%-317.1pp |
| Employer contribution / active EE | $4,001 | $3,319+20.5% | $4,831-17.2% | $2,565+56.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $37 | $6,934-99.5% | $10,804-99.7% | $6,261-99.4% |