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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 | $4,936 | $85,766-94.2% | $136,298-96.4% | $70,126-93.0% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 5.12% | 31.46%-26.3pp | 5156.27%-5151.1pp | 73.15%-68.0pp |
| Employer contribution / active EE | $3,219 | $2,966+8.5% | $4,696-31.5% | $2,343+37.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $59 | $5,421-98.9% | $9,244-99.4% | $4,645-98.7% |