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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 | $19,114 | $198,457-90.4% | $170,435-88.8% | $147,586-87.0% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 8.29% | 257.30%-249.0pp | 205.94%-197.6pp | 578.59%-570.3pp |
| Employer contribution / active EE | $9,211 | $6,183+49.0% | $5,432+69.6% | $4,876+88.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $119 | $16,852-99.3% | $13,881-99.1% | $10,886-98.9% |