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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 | $5,781 | $108,825-94.7% | $156,181-96.3% | $82,448-93.0% |
| Participation rate | 97.7% | 72.4%+25.4pp | 78.8%+18.9pp | 68.1%+29.7pp |
| Annual return | -0.44% | 20.59%-21.0pp | 64.87%-65.3pp | 41.64%-42.1pp |
| Employer contribution / active EE | $4,545 | $2,870+58.4% | $4,294+5.9% | $2,551+78.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $151 | $9,341-98.4% | $14,586-99.0% | $7,234-97.9% |