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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 | $6,427 | $175,257-96.3% | $149,717-95.7% | $139,456-95.4% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 8.38% | 166.70%-158.3pp | 134.41%-126.0pp | 373.45%-365.1pp |
| Employer contribution / active EE | $1,150 | $5,477-79.0% | $4,820-76.1% | $4,753-75.8% |
| Participant deferral / active EE | $3,158 | $6,521-51.6% | $5,682-44.4% | $6,711-53.0% |
| Admin fee / account holder | $264 | $16,156-98.4% | $13,213-98.0% | $11,407-97.7% |