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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 | $8,713 | $157,304-94.5% | $141,197-93.8% | $152,909-94.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 0.91% | 64.34%-63.4pp | 71.41%-70.5pp | 345.46%-344.6pp |
| Employer contribution / active EE | $1,670 | $5,263-68.3% | $4,736-64.7% | $4,764-64.9% |
| Participant deferral / active EE | $2,673 | $7,111-62.4% | $6,710-60.2% | $5,851-54.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |