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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 | $12,415 | $118,875-89.6% | $96,572-87.1% | $167,553-92.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.01% | 50.50%-50.5pp | 37.79%-37.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $6,922 | $3,121+121.8% | $2,357+193.6% | $4,840+43.0% |
| Participant deferral / active EE | $3,750 | $4,617-18.8% | $3,850-2.6% | $6,343-40.9% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |