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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 | $27,372 | $202,342-86.5% | $172,752-84.2% | $152,897-82.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.17% | 1029.83%-1020.7pp | 802.97%-793.8pp | 345.43%-336.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,585 | $5,948-22.9% | $5,198-11.8% | $5,851-21.6% |
| Admin fee / account holder | $214 | $17,111-98.7% | $13,955-98.5% | $11,599-98.2% |