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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 | $90,397-94.8% | $76,002-93.8% | $145,959-96.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 5.28% | 621.97%-616.7pp | 360.07%-354.8pp | 561.95%-556.7pp |
| Employer contribution / active EE | $2,390 | $3,317-27.9% | $2,688-11.1% | $4,661-48.7% |
| Participant deferral / active EE | $1,541 | $5,163-70.2% | $4,257-63.8% | $6,689-77.0% |
| Admin fee / account holder | $7 | $8,369-99.9% | $6,414-99.9% | $13,398-99.9% |