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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 | $12,246 | $209,874-94.2% | $189,537-93.5% | $167,536-92.7% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.8%+5.9pp | 82.1%+11.6pp |
| Annual return | 5.41% | 748.61%-743.2pp | 555.34%-549.9pp | 478.82%-473.4pp |
| Employer contribution / active EE | $3,529 | $6,913-49.0% | $6,161-42.7% | $4,839-27.1% |
| Participant deferral / active EE | $4,114 | $8,934-53.9% | $8,220-50.0% | $6,342-35.1% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |