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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 | $10,165 | $154,193-93.4% | $130,045-92.2% | $139,466-92.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.32% | 32.51%-32.2pp | -137.30%+137.6pp | 373.66%-373.3pp |
| Employer contribution / active EE | $3,409 | $5,292-35.6% | $4,321-21.1% | $4,754-28.3% |
| Participant deferral / active EE | $3,587 | $6,709-46.5% | $5,820-38.4% | $6,712-46.6% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |