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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 | $13,273 | $183,539-92.8% | $155,556-91.5% | $145,897-90.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 5.66% | 61.31%-55.6pp | 64.84%-59.2pp | 552.29%-546.6pp |
| Employer contribution / active EE | $1,369 | $5,315-74.2% | $4,675-70.7% | $4,663-70.6% |
| Participant deferral / active EE | $3,523 | $6,467-45.5% | $5,631-37.4% | $6,689-47.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |