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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 | $2,471 | $72,426-96.6% | $67,560-96.3% | $145,897-98.3% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 4.75% | 7226.78%-7222.0pp | 3533.50%-3528.7pp | 552.29%-547.5pp |
| Employer contribution / active EE | $531 | $3,074-82.7% | $2,737-80.6% | $4,663-88.6% |
| Participant deferral / active EE | $1,116 | $4,785-76.7% | $4,004-72.1% | $6,689-83.3% |
| Admin fee / account holder | $215 | $5,514-96.1% | $3,994-94.6% | $13,390-98.4% |