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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 | $29,353 | $198,457-85.2% | $170,435-82.8% | $147,586-80.1% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 4.43% | 257.30%-252.9pp | 205.94%-201.5pp | 578.59%-574.2pp |
| Employer contribution / active EE | $10,409 | $6,183+68.3% | $5,432+91.6% | $4,876+113.5% |
| Participant deferral / active EE | $6,647 | $5,629+18.1% | $4,939+34.6% | $5,439+22.2% |
| Admin fee / account holder | $78 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |