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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 | $111,787-97.2% | $93,681-96.7% | $145,978-97.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 4.34% | 203.52%-199.2pp | 133.47%-129.1pp | 550.52%-546.2pp |
| Employer contribution / active EE | $651 | $3,093-79.0% | $2,422-73.1% | $4,662-86.0% |
| Participant deferral / active EE | $1,786 | $4,918-63.7% | $4,415-59.5% | $6,690-73.3% |
| Admin fee / account holder | $212 | $10,256-97.9% | $8,290-97.4% | $13,400-98.4% |