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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 | $14,079 | $99,652-85.9% | $78,778-82.1% | $147,586-90.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | -0.08% | 47.28%-47.4pp | 35.62%-35.7pp | 578.59%-578.7pp |
| Employer contribution / active EE | $10,770 | $2,796+285.3% | $1,986+442.4% | $4,876+120.9% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $24 | $7,155-99.7% | $5,134-99.5% | $10,886-99.8% |