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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 | $518 | $107,363-99.5% | $92,909-99.4% | $152,897-99.7% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 9.65% | 145.63%-136.0pp | 109.44%-99.8pp | 345.43%-335.8pp |
| Employer contribution / active EE | $1,496 | $4,222-64.6% | $3,653-59.1% | $4,764-68.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $217 | $7,082-96.9% | $5,795-96.3% | $11,599-98.1% |