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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 | $23,208 | $202,326-88.5% | $172,745-86.6% | $152,870-84.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.32% | 1029.72%-1018.4pp | 802.90%-791.6pp | 345.34%-334.0pp |
| Employer contribution / active EE | $2,611 | $5,858-55.4% | $5,144-49.3% | $4,763-45.2% |
| Participant deferral / active EE | $7,386 | $5,948+24.2% | $5,197+42.1% | $5,850+26.2% |
| Admin fee / account holder | $177 | $17,110-99.0% | $13,954-98.7% | $11,597-98.5% |