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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 | $4,648 | $100,895-95.4% | $90,430-94.9% | $158,950-97.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.41% | 1725.54%-1725.1pp | 1293.73%-1293.3pp | 302.91%-302.5pp |
| Employer contribution / active EE | $212 | $3,689-94.2% | $3,262-93.5% | $4,762-95.5% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $34 | $6,505-99.5% | $5,613-99.4% | $11,248-99.7% |