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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 | $24,463 | $202,326-87.9% | $172,745-85.8% | $152,870-84.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.43% | 1029.72%-1019.3pp | 802.90%-792.5pp | 345.34%-334.9pp |
| Employer contribution / active EE | $7,840 | $5,858+33.8% | $5,144+52.4% | $4,763+64.6% |
| Participant deferral / active EE | $4,055 | $5,948-31.8% | $5,197-22.0% | $5,850-30.7% |
| Admin fee / account holder | $46 | $17,110-99.7% | $13,954-99.7% | $11,597-99.6% |