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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 | $6,842 | $104,251-93.4% | $91,004-92.5% | $147,586-95.4% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 1.52% | 27.06%-25.5pp | 4.60%-3.1pp | 578.59%-577.1pp |
| Employer contribution / active EE | $1,992 | $3,116-36.1% | $2,456-18.9% | $4,876-59.2% |
| Participant deferral / active EE | $1,992 | $4,195-52.5% | $3,548-43.9% | $5,439-63.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |