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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 | $26,673 | $202,342-86.8% | $172,752-84.6% | $152,897-82.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.85% | 1029.83%-1018.0pp | 802.97%-791.1pp | 345.43%-333.6pp |
| Employer contribution / active EE | $1,517 | $5,858-74.1% | $5,144-70.5% | $4,764-68.2% |
| Participant deferral / active EE | $2,913 | $5,948-51.0% | $5,198-44.0% | $5,851-50.2% |
| Admin fee / account holder | $65 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |