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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 | $8,281 | $112,933-92.7% | $90,970-90.9% | $158,982-94.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 2.41% | 215.82%-213.4pp | 134.60%-132.2pp | 302.99%-300.6pp |
| Employer contribution / active EE | $1,316 | $2,893-54.5% | $2,122-38.0% | $4,763-72.4% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $53 | $8,047-99.3% | $5,961-99.1% | $11,252-99.5% |