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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 | $1,442 | $176,688-99.2% | $130,660-98.9% | $152,897-99.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 3.76% | 2693.08%-2689.3pp | 1709.29%-1705.5pp | 345.43%-341.7pp |
| Employer contribution / active EE | $2,183 | $5,743-62.0% | $4,092-46.7% | $4,764-54.2% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $57 | $7,131-99.2% | $5,463-99.0% | $11,599-99.5% |