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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 | $11,568 | $98,240-88.2% | $82,312-85.9% | $147,586-92.2% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 0.07% | 30.85%-30.8pp | 25.88%-25.8pp | 578.59%-578.5pp |
| Employer contribution / active EE | $5,556 | $3,192+74.1% | $2,428+128.8% | $4,876+13.9% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |