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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 | $5,139 | $100,868-94.9% | $90,414-94.3% | $158,931-96.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.35% | 1724.58%-1722.2pp | 1293.19%-1290.8pp | 302.86%-300.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,118 | $4,348-74.3% | $3,963-71.8% | $5,982-81.3% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,611-100.0% | $11,247-100.0% |