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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 | $6,266 | $85,171-92.6% | $172,752-96.4% | $72,975-91.4% |
| Participation rate | 90.6% | 70.1%+20.6pp | 82.6%+8.0pp | 69.5%+21.1pp |
| Annual return | 8.01% | 27.32%-19.3pp | 802.97%-795.0pp | 81.01%-73.0pp |
| Employer contribution / active EE | $478 | $3,324-85.6% | $5,144-90.7% | $2,440-80.4% |
| Participant deferral / active EE | $2,195 | $3,260-32.7% | $5,198-57.8% | $3,608-39.2% |
| Admin fee / account holder | $11 | $5,880-99.8% | $13,955-99.9% | $5,124-99.8% |