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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 | $17,867 | $198,461-91.0% | $170,436-89.5% | $147,585-87.9% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 6.58% | 257.30%-250.7pp | 205.94%-199.4pp | 578.57%-572.0pp |
| Employer contribution / active EE | $7,052 | $6,184+14.0% | $5,433+29.8% | $4,876+44.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $130 | $16,852-99.2% | $13,880-99.1% | $10,885-98.8% |