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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 | $2,859 | $91,559-96.9% | $133,978-97.9% | $79,856-96.4% |
| Participation rate | 98.1% | 73.3%+24.8pp | 79.8%+18.3pp | 69.6%+28.5pp |
| Annual return | 6.22% | 61.85%-55.6pp | 45.10%-38.9pp | 31.71%-25.5pp |
| Employer contribution / active EE | $605 | $2,384-74.6% | $3,919-84.6% | $2,471-75.5% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $31 | $6,321-99.5% | $8,930-99.7% | $5,306-99.4% |