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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 | $15,668 | $183,988-91.5% | $162,177-90.3% | $152,897-89.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 10.89% | 150.79%-139.9pp | 115.60%-104.7pp | 345.43%-334.5pp |
| Employer contribution / active EE | $2,477 | $6,370-61.1% | $5,613-55.9% | $4,764-48.0% |
| Participant deferral / active EE | $10,079 | $8,032+25.5% | $7,297+38.1% | $5,851+72.3% |
| Admin fee / account holder | $241 | $13,123-98.2% | $10,843-97.8% | $11,599-97.9% |