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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 | $9,387 | $227,566-95.9% | $189,558-95.0% | $167,518-94.4% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.5%+4.9pp | 82.1%+1.2pp |
| Annual return | 0.70% | 78.43%-77.7pp | 64.19%-63.5pp | 478.71%-478.0pp |
| Employer contribution / active EE | $1,928 | $5,316-63.7% | $4,412-56.3% | $4,838-60.2% |
| Participant deferral / active EE | $4,887 | $7,002-30.2% | $6,174-20.8% | $6,342-22.9% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |