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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 | $4,180 | $58,234-92.8% | $81,783-94.9% | $80,874-94.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 1.99% | 41.70%-39.7pp | 775.05%-773.1pp | 35.62%-33.6pp |
| Employer contribution / active EE | $2,999 | $2,341+28.1% | $2,913+3.0% | $2,756+8.8% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |