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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 | $30,816 | $209,888-85.3% | $189,545-83.7% | $167,553-81.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.82% | 748.66%-742.8pp | 555.36%-549.5pp | 478.89%-473.1pp |
| Employer contribution / active EE | $6,811 | $6,915-1.5% | $6,162+10.5% | $4,840+40.7% |
| Participant deferral / active EE | $8,667 | $8,934-3.0% | $8,220+5.4% | $6,343+36.6% |
| Admin fee / account holder | $23 | $14,300-99.8% | $12,049-99.8% | $12,316-99.8% |