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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 | $27,269 | $198,457-86.3% | $170,435-84.0% | $147,586-81.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 6.47% | 257.30%-250.8pp | 205.94%-199.5pp | 578.59%-572.1pp |
| Employer contribution / active EE | $2,189 | $6,183-64.6% | $5,432-59.7% | $4,876-55.1% |
| Participant deferral / active EE | $4,500 | $5,629-20.1% | $4,939-8.9% | $5,439-17.3% |
| Admin fee / account holder | $97 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |