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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 | $26,531 | $202,342-86.9% | $172,752-84.6% | $152,897-82.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.67% | 1029.83%-1020.2pp | 802.97%-793.3pp | 345.43%-335.8pp |
| Employer contribution / active EE | $6,567 | $5,858+12.1% | $5,144+27.7% | $4,764+37.9% |
| Participant deferral / active EE | $7,194 | $5,948+20.9% | $5,198+38.4% | $5,851+23.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |