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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 | $16,872 | $198,457-91.5% | $170,435-90.1% | $147,586-88.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.24% | 257.30%-251.1pp | 205.94%-199.7pp | 578.59%-572.4pp |
| Employer contribution / active EE | $4,822 | $6,183-22.0% | $5,432-11.2% | $4,876-1.1% |
| Participant deferral / active EE | $7,254 | $5,629+28.9% | $4,939+46.9% | $5,439+33.4% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |