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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 | $4,732 | $90,614-94.8% | $76,089-93.8% | $145,877-96.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 5.28% | 623.80%-618.5pp | 360.94%-355.7pp | 551.28%-546.0pp |
| Employer contribution / active EE | $2,390 | $3,324-28.1% | $2,690-11.1% | $4,663-48.7% |
| Participant deferral / active EE | $1,541 | $5,168-70.2% | $4,259-63.8% | $6,691-77.0% |
| Admin fee / account holder | $7 | $8,376-99.9% | $6,418-99.9% | $13,402-99.9% |