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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 | $13,325 | $209,336-93.6% | $197,124-93.2% | $137,256-90.3% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | -0.09% | 48.09%-48.2pp | 44.34%-44.4pp | 220.34%-220.4pp |
| Employer contribution / active EE | $1,773 | $6,591-73.1% | $6,227-71.5% | $4,156-57.3% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $263 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |