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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 | $4,918 | $93,346-94.7% | $71,796-93.1% | $273,972-98.2% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 1.24% | 130.39%-129.1pp | 78.04%-76.8pp | 41.46%-40.2pp |
| Employer contribution / active EE | $1,291 | $2,733-52.8% | $1,924-32.9% | $4,869-73.5% |
| Participant deferral / active EE | $2,250 | $3,475-35.3% | $2,794-19.5% | $5,287-57.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |