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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 | $11,779 | $105,198-88.8% | $159,455-92.6% | $85,856-86.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 0.04% | 45.08%-45.0pp | 263.63%-263.6pp | 318.58%-318.5pp |
| Employer contribution / active EE | $2,254 | $3,319-32.1% | $4,830-53.3% | $2,565-12.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $116 | $6,934-98.3% | $10,800-98.9% | $6,261-98.1% |