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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 | $5,308 | $175,231-97.0% | $149,696-96.5% | $139,466-96.2% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 5.00% | 166.77%-161.8pp | 134.46%-129.5pp | 373.66%-368.7pp |
| Employer contribution / active EE | $1,271 | $5,478-76.8% | $4,821-73.6% | $4,754-73.3% |
| Participant deferral / active EE | $2,218 | $6,521-66.0% | $5,682-61.0% | $6,712-67.0% |
| Admin fee / account holder | $1 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |