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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 | $3,110 | $111,878-97.2% | $93,727-96.7% | $145,897-97.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 4.34% | 204.28%-199.9pp | 133.83%-129.5pp | 552.29%-547.9pp |
| Employer contribution / active EE | $651 | $3,092-79.0% | $2,421-73.1% | $4,663-86.0% |
| Participant deferral / active EE | $1,786 | $4,920-63.7% | $4,417-59.6% | $6,689-73.3% |
| Admin fee / account holder | $212 | $10,256-97.9% | $8,292-97.4% | $13,390-98.4% |