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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 | $5,363 | $48,050-88.8% | $85,969-93.8% | $59,633-91.0% |
| Participation rate | 96.8% | 64.5%+32.3pp | 76.5%+20.2pp | 68.7%+28.1pp |
| Annual return | -4.14% | 0.29%-4.4pp | 9.32%-13.5pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $2,513 | $1,640+53.3% | $3,474-27.7% | $2,203+14.1% |
| Participant deferral / active EE | $886 | $2,249-60.6% | $3,829-76.9% | $3,192-72.2% |
| Admin fee / account holder | $221 | $3,206-93.1% | $6,053-96.3% | $4,297-94.9% |