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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 | $3,282 | $68,681-95.2% | $86,615-96.2% | $85,847-96.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.51%-63.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,853 | $1,880-1.5% | $2,496-25.8% | $2,565-27.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,974-100.0% | $5,830-100.0% | $6,261-100.0% |