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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 | $202,342-88.5% | $172,753-86.6% | $152,909-84.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.32% | 1029.88%-1018.6pp | 803.00%-791.7pp | 345.46%-334.1pp |
| Employer contribution / active EE | $2,611 | $5,857-55.4% | $5,144-49.2% | $4,764-45.2% |
| Participant deferral / active EE | $7,386 | $5,948+24.2% | $5,198+42.1% | $5,851+26.2% |
| Admin fee / account holder | $177 | $17,112-99.0% | $13,956-98.7% | $11,601-98.5% |