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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 | $2,946 | $109,908-97.3% | $97,161-97.0% | $145,978-98.0% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 0.06% | 243.80%-243.7pp | 75.36%-75.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,070 | $3,077-65.2% | $2,723-60.7% | $4,662-77.1% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |