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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 | $72,403-96.6% | $67,524-96.3% | $145,978-98.3% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 4.75% | 7197.23%-7192.5pp | 3519.41%-3514.7pp | 550.52%-545.8pp |
| Employer contribution / active EE | $531 | $3,072-82.7% | $2,734-80.6% | $4,662-88.6% |
| Participant deferral / active EE | $1,116 | $4,782-76.7% | $4,001-72.1% | $6,690-83.3% |
| Admin fee / account holder | $215 | $5,541-96.1% | $4,001-94.6% | $13,400-98.4% |