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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 | $8,527 | $73,546-88.4% | $63,018-86.5% | $147,586-94.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.02% | 175.56%-175.5pp | 87.62%-87.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $4,326 | $3,324+30.2% | $2,761+56.7% | $4,876-11.3% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |