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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 | $28,346 | $202,342-86.0% | $172,753-83.6% | $152,909-81.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.25% | 1029.88%-1022.6pp | 803.00%-795.7pp | 345.46%-338.2pp |
| Employer contribution / active EE | $1,258 | $5,857-78.5% | $5,144-75.5% | $4,764-73.6% |
| Participant deferral / active EE | $2,515 | $5,948-57.7% | $5,198-51.6% | $5,851-57.0% |
| Admin fee / account holder | $213 | $17,112-98.8% | $13,956-98.5% | $11,601-98.2% |