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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 | $12,448 | $165,399-92.5% | $149,745-91.7% | $158,982-92.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 3.81% | 348.34%-344.5pp | 276.72%-272.9pp | 302.99%-299.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,640 | $7,183-35.4% | $6,843-32.2% | $5,983-22.5% |
| Admin fee / account holder | $40 | $10,811-99.6% | $9,312-99.6% | $11,252-99.6% |