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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 | $4,944 | $100,895-95.1% | $90,430-94.5% | $158,950-96.9% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.7%+23.0pp | 82.0%+13.7pp |
| Annual return | 3.50% | 1725.54%-1722.0pp | 1293.73%-1290.2pp | 302.91%-299.4pp |
| Employer contribution / active EE | $1,051 | $3,689-71.5% | $3,262-67.8% | $4,762-77.9% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6 | $6,505-99.9% | $5,613-99.9% | $11,248-99.9% |