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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 | $20,878 | $202,342-89.7% | $172,752-87.9% | $152,897-86.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.55% | 1029.83%-1029.3pp | 802.97%-802.4pp | 345.43%-344.9pp |
| Employer contribution / active EE | $5,589 | $5,858-4.6% | $5,144+8.7% | $4,764+17.3% |
| Participant deferral / active EE | $9,200 | $5,948+54.7% | $5,198+77.0% | $5,851+57.2% |
| Admin fee / account holder | $204 | $17,111-98.8% | $13,955-98.5% | $11,599-98.2% |