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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 | $5,192 | $96,236-94.6% | $133,698-96.1% | $80,959-93.6% |
| Participation rate | 76.3% | 71.2%+5.0pp | 76.4%-0.2pp | 67.7%+8.6pp |
| Annual return | 5.69% | 28.74%-23.0pp | 580.90%-575.2pp | 35.67%-30.0pp |
| Employer contribution / active EE | $2,155 | $3,350-35.7% | $4,218-48.9% | $2,757-21.8% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10 | $8,250-99.9% | $6,703-99.9% | $6,925-99.9% |