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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 | $4,870 | $107,368-95.5% | $92,915-94.8% | $152,909-96.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 3.74% | 145.64%-141.9pp | 109.45%-105.7pp | 345.46%-341.7pp |
| Employer contribution / active EE | $1,674 | $4,222-60.3% | $3,653-54.2% | $4,764-64.9% |
| Participant deferral / active EE | $1,359 | $4,848-72.0% | $4,238-67.9% | $5,851-76.8% |
| Admin fee / account holder | $295 | $7,082-95.8% | $5,796-94.9% | $11,601-97.5% |