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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 | $5,395 | $176,786-96.9% | $146,643-96.3% | $167,536-96.8% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 2.22% | 24.04%-21.8pp | 22.75%-20.5pp | 478.82%-476.6pp |
| Employer contribution / active EE | $1,484 | $5,161-71.3% | $4,137-64.1% | $4,839-69.3% |
| Participant deferral / active EE | $4,203 | $6,440-34.7% | $5,506-23.7% | $6,342-33.7% |
| Admin fee / account holder | $37 | $13,262-99.7% | $10,280-99.6% | $12,315-99.7% |