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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 | $30,119 | $209,428-85.6% | $178,498-83.1% | $158,950-81.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.62% | 188.78%-183.2pp | 151.09%-145.5pp | 302.91%-297.3pp |
| Employer contribution / active EE | $7,962 | $5,707+39.5% | $5,011+58.9% | $4,762+67.2% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.9% |
| Admin fee / account holder | $34 | $17,077-99.8% | $13,985-99.8% | $11,248-99.7% |