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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 | $10,879 | $73,518-85.2% | $63,005-82.7% | $147,585-92.6% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.8%+19.6pp | 82.8%+11.6pp |
| Annual return | 3.85% | 175.46%-171.6pp | 87.59%-83.7pp | 578.58%-574.7pp |
| Employer contribution / active EE | $607 | $3,322-81.7% | $2,760-78.0% | $4,876-87.6% |
| Participant deferral / active EE | $1,284 | $4,183-69.3% | $3,329-61.4% | $5,439-76.4% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |