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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 | $15,580 | $202,342-92.3% | $172,753-91.0% | $152,909-89.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.83% | 1029.88%-1020.0pp | 803.00%-793.2pp | 345.46%-335.6pp |
| Employer contribution / active EE | $5,092 | $5,857-13.1% | $5,144-1.0% | $4,764+6.9% |
| Participant deferral / active EE | $6,969 | $5,948+17.2% | $5,198+34.1% | $5,851+19.1% |
| Admin fee / account holder | $150 | $17,112-99.1% | $13,956-98.9% | $11,601-98.7% |