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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 | $15,426 | $85,766-82.0% | $136,298-88.7% | $70,126-78.0% |
| Participation rate | 94.2% | 74.2%+20.0pp | 81.9%+12.3pp | 69.5%+24.7pp |
| Annual return | 0.39% | 31.46%-31.1pp | 5156.27%-5155.9pp | 73.15%-72.8pp |
| Employer contribution / active EE | $4,348 | $2,966+46.6% | $4,696-7.4% | $2,343+85.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3 | $5,421-100.0% | $9,244-100.0% | $4,645-99.9% |