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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 | $26,298 | $198,457-86.7% | $170,435-84.6% | $147,586-82.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.70% | 257.30%-250.6pp | 205.94%-199.2pp | 578.59%-571.9pp |
| Employer contribution / active EE | $7,860 | $6,183+27.1% | $5,432+44.7% | $4,876+61.2% |
| Participant deferral / active EE | $5,439 | $5,629-3.4% | $4,939+10.1% | $5,4390% |
| Admin fee / account holder | $111 | $16,852-99.3% | $13,881-99.2% | $10,886-99.0% |