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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 | $16,098 | $157,276-89.8% | $141,177-88.6% | $152,885-89.5% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 4.48% | 64.33%-59.8pp | 71.40%-66.9pp | 345.39%-340.9pp |
| Employer contribution / active EE | $1,399 | $5,262-73.4% | $4,736-70.5% | $4,763-70.6% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |