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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 | $19,015 | $171,867-88.9% | $149,721-87.3% | $147,586-87.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 0.50% | 2113.36%-2112.9pp | 1501.67%-1501.2pp | 578.59%-578.1pp |
| Employer contribution / active EE | $1,642 | $6,275-73.8% | $5,444-69.8% | $4,876-66.3% |
| Participant deferral / active EE | $5,082 | $7,270-30.1% | $6,568-22.6% | $5,439-6.6% |
| Admin fee / account holder | $95 | $13,799-99.3% | $11,282-99.2% | $10,886-99.1% |