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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 | $7,996 | $209,428-96.2% | $178,498-95.5% | $158,950-95.0% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 2.02% | 188.78%-186.8pp | 151.09%-149.1pp | 302.91%-300.9pp |
| Employer contribution / active EE | $1,551 | $5,707-72.8% | $5,011-69.0% | $4,762-67.4% |
| Participant deferral / active EE | $2,805 | $5,955-52.9% | $5,202-46.1% | $5,983-53.1% |
| Admin fee / account holder | $5 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |