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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 | $7,620 | $154,209-95.1% | $130,062-94.1% | $139,487-94.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.31% | 32.52%-32.2pp | -137.37%+137.7pp | 373.84%-373.5pp |
| Employer contribution / active EE | $1,558 | $5,292-70.6% | $4,322-63.9% | $4,755-67.2% |
| Participant deferral / active EE | $3,750 | $6,709-44.1% | $5,821-35.6% | $6,713-44.1% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |