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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 | $24,963 | $202,342-87.7% | $172,753-85.6% | $152,909-83.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.25% | 1029.88%-1021.6pp | 803.00%-794.7pp | 345.46%-337.2pp |
| Employer contribution / active EE | $8,379 | $5,857+43.0% | $5,144+62.9% | $4,764+75.9% |
| Participant deferral / active EE | $5,000 | $5,948-15.9% | $5,198-3.8% | $5,851-14.5% |
| Admin fee / account holder | $57 | $17,112-99.7% | $13,956-99.6% | $11,601-99.5% |