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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 | $10,730 | $77,416-86.1% | $69,464-84.6% | $152,897-93.0% |
| Participation rate | 93.8% | 78.1%+15.7pp | 74.6%+19.1pp | 82.5%+11.3pp |
| Annual return | 4.80% | 39.08%-34.3pp | 28.98%-24.2pp | 345.43%-340.6pp |
| Employer contribution / active EE | $470 | $3,315-85.8% | $2,779-83.1% | $4,764-90.1% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $51 | $6,208-99.2% | $3,840-98.7% | $11,599-99.6% |