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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 | $11,041 | $176,688-93.8% | $130,660-91.5% | $152,909-92.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.5%-2.5pp |
| Annual return | 0.76% | 2693.08%-2692.3pp | 1709.29%-1708.5pp | 345.46%-344.7pp |
| Employer contribution / active EE | $242 | $5,743-95.8% | $4,092-94.1% | $4,764-94.9% |
| Participant deferral / active EE | $1,600 | $4,362-63.3% | $3,603-55.6% | $5,851-72.7% |
| Admin fee / account holder | $270 | $7,131-96.2% | $5,463-95.1% | $11,601-97.7% |