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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 | $0 | $105,284-100.0% | $150,734-100.0% | $94,015-100.0% |
| Participation rate | 85.1% | 71.7%+13.3pp | 78.4%+6.6pp | 70.8%+14.3pp |
| Annual return | 0.00% | 15.67%-15.7pp | 600.81%-600.8pp | 17.84%-17.8pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $9,839-100.0% | $14,905-100.0% | $8,951-100.0% |