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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 | $179,886 | $326,582-44.9% | $319,634-43.7% | $254,173-29.2% |
| Participation rate | 100.0% | 34.7%+65.3pp | 27.6%+72.4pp | 43.0%+57.0pp |
| Annual return | 0.02% | 204.13%-204.1pp | 175.18%-175.2pp | 259.17%-259.2pp |
| Employer contribution / active EE | $12,857 | $43,384-70.4% | $38,590-66.7% | $41,471-69.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,502-100.0% |