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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 | $13,695 | $160,070-91.4% | $147,117-90.7% | $145,897-90.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 2.63% | 98.69%-96.1pp | 420.54%-417.9pp | 552.29%-549.7pp |
| Employer contribution / active EE | $2,004 | $5,285-62.1% | $4,932-59.4% | $4,663-57.0% |
| Participant deferral / active EE | $3,804 | $8,419-54.8% | $8,065-52.8% | $6,689-43.1% |
| Admin fee / account holder | $124 | $15,035-99.2% | $12,993-99.0% | $13,390-99.1% |