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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 | $9,640 | $217,432-95.6% | $185,851-94.8% | $167,553-94.2% |
| Participation rate | 93.3% | 86.1%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 7.97% | 148.43%-140.5pp | 122.11%-114.1pp | 478.89%-470.9pp |
| Employer contribution / active EE | $4,538 | $5,874-22.8% | $5,168-12.2% | $4,840-6.2% |
| Participant deferral / active EE | $2,375 | $6,357-62.6% | $5,569-57.3% | $6,343-62.6% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |