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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 | $2,595 | $84,708-96.9% | $75,714-96.6% | $167,536-98.5% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.8%-74.8pp | 82.1%-82.1pp |
| Annual return | 3.88% | 199.62%-195.7pp | 104.62%-100.7pp | 478.82%-474.9pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |