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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 | $8,734 | $91,559-90.5% | $133,959-93.5% | $79,858-89.1% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.7pp | 69.6%+23.9pp |
| Annual return | 0.57% | 61.85%-61.3pp | 45.09%-44.5pp | 31.72%-31.1pp |
| Employer contribution / active EE | $3,226 | $2,384+35.3% | $3,919-17.7% | $2,471+30.6% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $29 | $6,321-99.5% | $8,928-99.7% | $5,306-99.4% |