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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 | $20,459 | $209,874-90.3% | $189,537-89.2% | $167,536-87.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.43% | 748.61%-740.2pp | 555.34%-546.9pp | 478.82%-470.4pp |
| Employer contribution / active EE | $14,919 | $6,913+115.8% | $6,161+142.2% | $4,839+208.3% |
| Participant deferral / active EE | $4,105 | $8,934-54.0% | $8,220-50.1% | $6,342-35.3% |
| Admin fee / account holder | $113 | $14,299-99.2% | $12,048-99.1% | $12,315-99.1% |