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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 | $10,321 | $176,105-94.1% | $159,474-93.5% | $167,536-93.8% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 7.36% | 331.91%-324.5pp | 263.68%-256.3pp | 478.82%-471.5pp |
| Employer contribution / active EE | $1,424 | $5,299-73.1% | $4,831-70.5% | $4,839-70.6% |
| Participant deferral / active EE | $3,598 | $7,751-53.6% | $7,353-51.1% | $6,342-43.3% |
| Admin fee / account holder | $276 | $12,559-97.8% | $10,802-97.4% | $12,315-97.8% |