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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 | $22,864 | $209,847-89.1% | $189,520-87.9% | $167,518-86.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.51% | 748.45%-745.9pp | 555.25%-552.7pp | 478.71%-476.2pp |
| Employer contribution / active EE | $7,742 | $6,913+12.0% | $6,161+25.7% | $4,838+60.0% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |