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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 | $6,736 | $227,597-97.0% | $189,575-96.4% | $167,536-96.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 2.07% | 78.44%-76.4pp | 64.19%-62.1pp | 478.82%-476.7pp |
| Employer contribution / active EE | $2,500 | $5,316-53.0% | $4,412-43.3% | $4,839-48.3% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $38 | $11,877-99.7% | $9,806-99.6% | $12,315-99.7% |