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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 | $17,837 | $63,346-71.8% | $92,239-80.7% | $70,124-74.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 0.10% | 530.19%-530.1pp | 176.29%-176.2pp | 73.14%-73.0pp |
| Employer contribution / active EE | $3,448 | $2,471+39.5% | $3,680-6.3% | $2,342+47.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |