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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 | $16,433 | $183,539-91.0% | $155,556-89.4% | $145,897-88.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.91% | 61.31%-54.4pp | 64.84%-57.9pp | 552.29%-545.4pp |
| Employer contribution / active EE | $5,474 | $5,315+3.0% | $4,675+17.1% | $4,663+17.4% |
| Participant deferral / active EE | $12,658 | $6,467+95.7% | $5,631+124.8% | $6,689+89.2% |
| Admin fee / account holder | $290 | $19,275-98.5% | $15,885-98.2% | $13,390-97.8% |