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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 | $10,584 | $150,197-93.0% | $120,368-91.2% | $145,959-92.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 4.20% | 154.26%-150.1pp | 107.26%-103.1pp | 561.95%-557.7pp |
| Employer contribution / active EE | $3,202 | $4,350-26.4% | $3,465-7.6% | $4,661-31.3% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,991-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |