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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 | $16,177 | $176,402-90.8% | $134,162-87.9% | $158,966-89.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.38% | 63.66%-63.3pp | 36.35%-36.0pp | 302.95%-302.6pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,153 | $4,093+99.2% | $3,500+133.0% | $5,983+36.3% |
| Admin fee / account holder | $66 | $8,719-99.2% | $6,685-99.0% | $11,250-99.4% |