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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 | $3,299 | $124,213-97.3% | $118,106-97.2% | $154,746-97.9% |
| Participation rate | 0.0% | 83.6%-83.6pp | 81.9%-81.9pp | 80.7%-80.7pp |
| Annual return | 9.75% | 18.29%-8.5pp | 19.44%-9.7pp | 172.34%-162.6pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |