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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 | $10,407 | $106,008-90.2% | $92,240-88.7% | $147,586-92.9% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 7.19% | 50.05%-42.9pp | 176.29%-169.1pp | 578.59%-571.4pp |
| Employer contribution / active EE | $1,666 | $4,333-61.5% | $3,680-54.7% | $4,876-65.8% |
| Participant deferral / active EE | $2,989 | $4,478-33.3% | $3,897-23.3% | $5,439-45.1% |
| Admin fee / account holder | $51 | $6,333-99.2% | $5,194-99.0% | $10,886-99.5% |