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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 | $6,457 | $176,077-96.3% | $159,455-96.0% | $167,518-96.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.96% | 331.83%-326.9pp | 263.63%-258.7pp | 478.71%-473.7pp |
| Employer contribution / active EE | $1,731 | $5,298-67.3% | $4,830-64.2% | $4,838-64.2% |
| Participant deferral / active EE | $2,750 | $7,751-64.5% | $7,353-62.6% | $6,342-56.6% |
| Admin fee / account holder | $8 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |