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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 | $7,113 | $198,457-96.4% | $170,435-95.8% | $147,586-95.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 5.71% | 257.30%-251.6pp | 205.94%-200.2pp | 578.59%-572.9pp |
| Employer contribution / active EE | $1,383 | $6,183-77.6% | $5,432-74.5% | $4,876-71.6% |
| Participant deferral / active EE | $2,945 | $5,629-47.7% | $4,939-40.4% | $5,439-45.9% |
| Admin fee / account holder | $46 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |