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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 | $2,707 | $88,754-96.9% | $81,820-96.7% | $145,877-98.1% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 8.83% | 1031.77%-1022.9pp | 777.93%-769.1pp | 551.28%-542.4pp |
| Employer contribution / active EE | $643 | $3,085-79.2% | $2,915-77.9% | $4,663-86.2% |
| Participant deferral / active EE | $1,116 | $4,648-76.0% | $4,323-74.2% | $6,691-83.3% |
| Admin fee / account holder | $277 | $8,424-96.7% | $7,391-96.3% | $13,402-97.9% |