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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 | $21,630 | $150,442-85.6% | $136,295-84.1% | $147,585-85.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.65% | 1049.09%-1041.4pp | 5155.97%-5148.3pp | 578.56%-570.9pp |
| Employer contribution / active EE | $4,874 | $5,256-7.3% | $4,695+3.8% | $4,876-0.1% |
| Participant deferral / active EE | $12,316 | $6,630+85.8% | $6,247+97.1% | $5,439+126.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |