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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 | $7,545 | $160,070-95.3% | $147,117-94.9% | $145,897-94.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 8.69% | 98.69%-90.0pp | 420.54%-411.9pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,549 | $5,285-51.8% | $4,932-48.3% | $4,663-45.3% |
| Participant deferral / active EE | $3,585 | $8,419-57.4% | $8,065-55.5% | $6,689-46.4% |
| Admin fee / account holder | $173 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |