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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 | $12,322 | $171,272-92.8% | $127,803-90.4% | $152,909-91.9% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.0%-79.0pp | 82.5%-82.5pp |
| Annual return | 2.94% | 23.54%-20.6pp | 26.14%-23.2pp | 345.46%-342.5pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,601-100.0% |