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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 | $18,166 | $198,457-90.8% | $170,435-89.3% | $147,586-87.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.71% | 257.30%-249.6pp | 205.94%-198.2pp | 578.59%-570.9pp |
| Employer contribution / active EE | $2,504 | $6,183-59.5% | $5,432-53.9% | $4,876-48.6% |
| Participant deferral / active EE | $6,767 | $5,629+20.2% | $4,939+37.0% | $5,439+24.4% |
| Admin fee / account holder | $200 | $16,852-98.8% | $13,881-98.6% | $10,886-98.2% |