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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 | $7,110 | $202,342-96.5% | $172,752-95.9% | $152,897-95.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.55% | 1029.83%-1024.3pp | 802.97%-797.4pp | 345.43%-339.9pp |
| Employer contribution / active EE | $3,544 | $5,858-39.5% | $5,144-31.1% | $4,764-25.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |