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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 | $14,423 | $62,583-77.0% | $76,767-81.2% | $64,173-77.5% |
| Participation rate | 81.6% | 72.8%+8.8pp | 77.0%+4.7pp | 69.6%+12.1pp |
| Annual return | -9.00% | -1.95%-7.1pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $550 | $1,832-70.0% | $2,485-77.9% | $2,381-76.9% |
| Participant deferral / active EE | $3,028 | $3,145-3.7% | $3,852-21.4% | $3,470-12.7% |
| Admin fee / account holder | $9 | $4,667-99.8% | $6,675-99.9% | $4,887-99.8% |