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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 | $10,579 | $113,338-90.7% | $94,993-88.9% | $147,586-92.8% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 0.09% | 20.80%-20.7pp | 27.14%-27.1pp | 578.59%-578.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |