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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 | $20,476 | $202,342-89.9% | $172,752-88.1% | $152,897-86.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.47% | 1029.83%-1019.4pp | 802.97%-792.5pp | 345.43%-335.0pp |
| Employer contribution / active EE | $2,953 | $5,858-49.6% | $5,144-42.6% | $4,764-38.0% |
| Participant deferral / active EE | $3,800 | $5,948-36.1% | $5,198-26.9% | $5,851-35.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |