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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 | $110,093-97.3% | $97,295-97.0% | $145,897-98.0% |
| Participation rate | 88.9% | 75.9%+13.0pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 0.06% | 244.76%-244.7pp | 75.62%-75.6pp | 552.29%-552.2pp |
| Employer contribution / active EE | $1,070 | $3,077-65.2% | $2,723-60.7% | $4,663-77.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |