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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 | $2,478 | $81,208-96.9% | $98,920-97.5% | $79,852-96.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 0.05% | 60.99%-60.9pp | 196.47%-196.4pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,038 | $1,960-47.0% | $2,689-61.4% | $2,471-58.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |