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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 | $5,607 | $111,830-95.0% | $93,696-94.0% | $145,884-96.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 1.34% | 204.08%-202.7pp | 133.74%-132.4pp | 551.85%-550.5pp |
| Employer contribution / active EE | $4,366 | $3,093+41.2% | $2,422+80.3% | $4,662-6.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |