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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 | $29,563 | $209,874-85.9% | $189,537-84.4% | $167,536-82.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.07% | 748.61%-740.5pp | 555.34%-547.3pp | 478.82%-470.7pp |
| Employer contribution / active EE | $4,805 | $6,913-30.5% | $6,161-22.0% | $4,839-0.7% |
| Participant deferral / active EE | $9,840 | $8,934+10.1% | $8,220+19.7% | $6,342+55.1% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |