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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 | $1,568 | $104,251-98.5% | $91,004-98.3% | $147,585-98.9% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.6%-75.6pp | 82.8%-82.8pp |
| Annual return | 0.42% | 27.06%-26.6pp | 4.60%-4.2pp | 578.58%-578.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17 | $8,948-99.8% | $5,417-99.7% | $10,886-99.8% |