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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 | $6,612 | $148,623-95.6% | $135,974-95.1% | $139,466-95.3% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 1.45% | 79.30%-77.8pp | 68.30%-66.9pp | 373.66%-372.2pp |
| Employer contribution / active EE | $3,202 | $5,246-39.0% | $4,859-34.1% | $4,754-32.7% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |