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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 | $7,271 | $124,346-94.2% | $111,308-93.5% | $167,536-95.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | -0.70% | 37.45%-38.1pp | 54.67%-55.4pp | 478.82%-479.5pp |
| Employer contribution / active EE | $3,954 | $3,437+15.0% | $2,732+44.7% | $4,839-18.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $23 | $10,621-99.8% | $7,965-99.7% | $12,315-99.8% |