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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 | $20,458 | $226,135-91.0% | $182,558-88.8% | $152,909-86.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 7.28% | 192.60%-185.3pp | 148.59%-141.3pp | 345.46%-338.2pp |
| Employer contribution / active EE | $16,844 | $4,979+238.3% | $4,076+313.2% | $4,764+253.6% |
| Participant deferral / active EE | $6,450 | $6,371+1.2% | $5,526+16.7% | $5,851+10.2% |
| Admin fee / account holder | $31 | $10,707-99.7% | $8,594-99.6% | $11,601-99.7% |