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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 | $5,860 | $57,330-89.8% | $86,656-93.2% | $75,177-92.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 0.27% | 2675.40%-2675.1pp | 593.09%-592.8pp | 160.75%-160.5pp |
| Employer contribution / active EE | $1,788 | $2,316-22.8% | $3,025-40.9% | $2,671-33.1% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $117 | $4,115-97.2% | $5,619-97.9% | $5,651-97.9% |