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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 | $2,534 | $49,164-94.8% | $121,169-97.9% | $75,181-96.6% |
| Participation rate | 89.0% | 55.4%+33.6pp | 69.5%+19.5pp | 67.2%+21.8pp |
| Annual return | 1.05% | 56.03%-55.0pp | 986.71%-985.7pp | 160.69%-159.6pp |
| Employer contribution / active EE | $1,224 | $1,546-20.9% | $4,168-70.6% | $2,671-54.2% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17 | $3,942-99.6% | $5,645-99.7% | $5,650-99.7% |