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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 | $13,116 | $185,883-92.9% | $170,043-92.3% | $139,466-90.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.38% | 60.54%-50.2pp | 53.40%-43.0pp | 373.66%-363.3pp |
| Employer contribution / active EE | $10,674 | $7,596+40.5% | $6,790+57.2% | $4,754+124.5% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $16 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |