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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 | $15,906 | $65,367-75.7% | $92,915-82.9% | $72,976-78.2% |
| Participation rate | 98.7% | 68.3%+30.4pp | 76.0%+22.7pp | 69.5%+29.2pp |
| Annual return | 0.08% | 42.11%-42.0pp | 109.45%-109.4pp | 81.02%-80.9pp |
| Employer contribution / active EE | $13,630 | $2,594+425.5% | $3,653+273.1% | $2,440+458.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |