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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 | $11,464 | $48,570-76.4% | $130,660-91.2% | $72,975-84.3% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 3.13% | 38.63%-35.5pp | 1709.29%-1706.2pp | 81.01%-77.9pp |
| Employer contribution / active EE | $1,391 | $1,334+4.3% | $4,092-66.0% | $2,440-43.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $22 | $3,549-99.4% | $5,463-99.6% | $5,124-99.6% |