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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 | $5,425 | $103,392-94.8% | $87,104-93.8% | $152,897-96.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 1.30% | 28.10%-26.8pp | 28.19%-26.9pp | 345.43%-344.1pp |
| Employer contribution / active EE | $2,213 | $3,221-31.3% | $2,521-12.2% | $4,764-53.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7 | $12,194-99.9% | $7,491-99.9% | $11,599-99.9% |