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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 | $12,679 | $180,028-93.0% | $138,135-90.8% | $158,982-92.0% |
| Participation rate | 0.0% | 82.2%-82.2pp | 78.7%-78.7pp | 82.0%-82.0pp |
| Annual return | 2.89% | 21.68%-18.8pp | 20.51%-17.6pp | 302.99%-300.1pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,252-100.0% |