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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 | $21,830 | $202,342-89.2% | $172,752-87.4% | $152,897-85.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.02% | 1029.83%-1023.8pp | 802.97%-797.0pp | 345.43%-339.4pp |
| Employer contribution / active EE | $11,624 | $5,858+98.4% | $5,144+126.0% | $4,764+144.0% |
| Participant deferral / active EE | $6,881 | $5,948+15.7% | $5,198+32.4% | $5,851+17.6% |
| Admin fee / account holder | $41 | $17,111-99.8% | $13,955-99.7% | $11,599-99.6% |