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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 | $22,957 | $202,342-88.7% | $172,752-86.7% | $152,897-85.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 11.98% | 1029.83%-1017.8pp | 802.97%-791.0pp | 345.43%-333.5pp |
| Employer contribution / active EE | $10,247 | $5,858+74.9% | $5,144+99.2% | $4,764+115.1% |
| Participant deferral / active EE | $10,871 | $5,948+82.8% | $5,198+109.2% | $5,851+85.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |