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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 | $20,673 | $202,345-89.8% | $172,755-88.0% | $152,885-86.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 12.16% | 1029.77%-1017.6pp | 802.94%-790.8pp | 345.39%-333.2pp |
| Employer contribution / active EE | $2,962 | $5,858-49.4% | $5,144-42.4% | $4,763-37.8% |
| Participant deferral / active EE | $10,648 | $5,948+79.0% | $5,198+104.9% | $5,851+82.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |