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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 | $9,440 | $105,856-91.1% | $90,161-89.5% | $147,586-93.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.08% | 37.63%-37.6pp | 34.89%-34.8pp | 578.59%-578.5pp |
| Employer contribution / active EE | $1,916 | $4,126-53.6% | $3,318-42.3% | $4,876-60.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |