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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 | $4,771 | $228,352-97.9% | $185,835-97.4% | $158,966-97.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.08% | 40.81%-40.7pp | 35.96%-35.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $960 | $4,967-80.7% | $4,087-76.5% | $4,762-79.8% |
| Participant deferral / active EE | $2,300 | $6,416-64.2% | $5,633-59.2% | $5,983-61.6% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |