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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 | $3,839 | $110,410-96.5% | $102,437-96.3% | $145,897-97.4% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 1.39% | 24.85%-23.5pp | 24.95%-23.6pp | 552.29%-550.9pp |
| Employer contribution / active EE | $1,077 | $4,217-74.5% | $3,871-72.2% | $4,663-76.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $34 | $9,745-99.6% | $8,388-99.6% | $13,390-99.7% |