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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 | $15,948 | $202,342-92.1% | $172,752-90.8% | $152,897-89.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.84% | 1029.83%-1018.0pp | 802.97%-791.1pp | 345.43%-333.6pp |
| Employer contribution / active EE | $1,336 | $5,858-77.2% | $5,144-74.0% | $4,764-71.9% |
| Participant deferral / active EE | $3,177 | $5,948-46.6% | $5,198-38.9% | $5,851-45.7% |
| Admin fee / account holder | $273 | $17,111-98.4% | $13,955-98.0% | $11,599-97.6% |