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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 | $25,978 | $183,988-85.9% | $162,177-84.0% | $152,897-83.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 9.58% | 150.79%-141.2pp | 115.60%-106.0pp | 345.43%-335.8pp |
| Employer contribution / active EE | $11,493 | $6,370+80.4% | $5,613+104.8% | $4,764+141.3% |
| Participant deferral / active EE | $4,415 | $8,032-45.0% | $7,297-39.5% | $5,851-24.6% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |