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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 | $6,347 | $99,652-93.6% | $78,778-91.9% | $147,586-95.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.71% | 47.28%-41.6pp | 35.62%-29.9pp | 578.59%-572.9pp |
| Employer contribution / active EE | $2,871 | $2,796+2.7% | $1,986+44.6% | $4,876-41.1% |
| Participant deferral / active EE | $1,374 | $3,664-62.5% | $2,958-53.5% | $5,439-74.7% |
| Admin fee / account holder | $3 | $7,155-100.0% | $5,134-99.9% | $10,886-100.0% |