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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 | $10,253 | $112,121-90.9% | $95,960-89.3% | $158,966-93.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.28% | 171.16%-170.9pp | 91.63%-91.4pp | 302.95%-302.7pp |
| Employer contribution / active EE | $6,481 | $3,199+102.6% | $2,541+155.0% | $4,762+36.1% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |