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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 | $24,106 | $198,457-87.9% | $170,435-85.9% | $147,586-83.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.45% | 257.30%-249.9pp | 205.94%-198.5pp | 578.59%-571.1pp |
| Employer contribution / active EE | $8,544 | $6,183+38.2% | $5,432+57.3% | $4,876+75.2% |
| Participant deferral / active EE | $4,603 | $5,629-18.2% | $4,939-6.8% | $5,439-15.4% |
| Admin fee / account holder | $214 | $16,852-98.7% | $13,881-98.5% | $10,886-98.0% |