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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 | $7,133 | $115,814-93.8% | $101,275-93.0% | $158,982-95.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 2.44% | 56.16%-53.7pp | 46.48%-44.0pp | 302.99%-300.5pp |
| Employer contribution / active EE | $2,819 | $4,176-32.5% | $3,660-23.0% | $4,763-40.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |