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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 | $9,223 | $121,701-92.4% | $104,639-91.2% | $158,982-94.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -0.02% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,461 | $3,165-53.9% | $2,682-45.5% | $4,763-69.3% |
| Participant deferral / active EE | $2,889 | $4,176-30.8% | $3,738-22.7% | $5,983-51.7% |
| Admin fee / account holder | $6 | $7,778-99.9% | $6,465-99.9% | $11,252-99.9% |