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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 | $212,386-93.7% | $199,883-93.3% | $138,895-90.4% |
| Participation rate | 71.4% | 87.4%-15.9pp | 86.8%-15.3pp | 79.9%-8.5pp |
| Annual return | -0.09% | 47.75%-47.8pp | 43.81%-43.9pp | 145.39%-145.5pp |
| Employer contribution / active EE | $1,773 | $6,625-73.2% | $6,261-71.7% | $4,194-57.7% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $263 | $18,233-98.6% | $17,268-98.5% | $12,562-97.9% |