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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 | $2,668 | $103,038-97.4% | $90,324-97.0% | $152,909-98.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.28% | 95.25%-95.0pp | 78.15%-77.9pp | 345.46%-345.2pp |
| Employer contribution / active EE | $453 | $3,141-85.6% | $2,856-84.1% | $4,764-90.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $195 | $6,177-96.8% | $5,356-96.4% | $11,601-98.3% |