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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 | $4,513 | $175,259-97.4% | $149,723-97.0% | $139,487-96.8% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 6.02% | 166.82%-160.8pp | 134.50%-128.5pp | 373.84%-367.8pp |
| Employer contribution / active EE | $1,563 | $5,478-71.5% | $4,821-67.6% | $4,755-67.1% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $49 | $16,158-99.7% | $13,215-99.6% | $11,407-99.6% |