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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 | $90,691-94.8% | $76,119-93.8% | $145,884-96.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 5.28% | 624.52%-619.2pp | 361.25%-356.0pp | 551.85%-546.6pp |
| Employer contribution / active EE | $2,390 | $3,329-28.2% | $2,693-11.2% | $4,662-48.7% |
| Participant deferral / active EE | $1,541 | $5,167-70.2% | $4,259-63.8% | $6,690-77.0% |
| Admin fee / account holder | $7 | $8,383-99.9% | $6,421-99.9% | $13,392-99.9% |