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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 | $3,104 | $96,491-96.8% | $75,894-95.9% | $152,885-98.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 8.38% | 33.98%-25.6pp | 30.76%-22.4pp | 345.39%-337.0pp |
| Employer contribution / active EE | $941 | $3,310-71.6% | $2,501-62.4% | $4,763-80.2% |
| Participant deferral / active EE | $2,430 | $4,553-46.6% | $3,603-32.6% | $5,851-58.5% |
| Admin fee / account holder | $72 | $8,079-99.1% | $5,420-98.7% | $11,598-99.4% |