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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 | $10,661 | $109,372-90.3% | $89,414-88.1% | $158,966-93.3% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.0%+24.3pp | 82.0%+10.3pp |
| Annual return | 2.68% | 345.55%-342.9pp | 245.50%-242.8pp | 302.95%-300.3pp |
| Employer contribution / active EE | $1,965 | $3,171-38.0% | $2,586-24.0% | $4,762-58.7% |
| Participant deferral / active EE | $2,041 | $4,598-55.6% | $3,890-47.5% | $5,983-65.9% |
| Admin fee / account holder | $12 | $6,156-99.8% | $4,883-99.8% | $11,250-99.9% |