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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 | $25,348 | $202,342-87.5% | $172,752-85.3% | $152,897-83.4% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 1.26% | 1029.83%-1028.6pp | 802.97%-801.7pp | 345.43%-344.2pp |
| Employer contribution / active EE | $2,000 | $5,858-65.9% | $5,144-61.1% | $4,764-58.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $72 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |