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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 | $21,767 | $198,457-89.0% | $170,435-87.2% | $147,586-85.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.99% | 257.30%-252.3pp | 205.94%-200.9pp | 578.59%-573.6pp |
| Employer contribution / active EE | $1,601 | $6,183-74.1% | $5,432-70.5% | $4,876-67.2% |
| Participant deferral / active EE | $4,607 | $5,629-18.2% | $4,939-6.7% | $5,439-15.3% |
| Admin fee / account holder | $181 | $16,852-98.9% | $13,881-98.7% | $10,886-98.3% |