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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 | $15,932 | $52,678-69.8% | $75,784-79.0% | $59,633-73.3% |
| Participation rate | 76.0% | 67.2%+8.8pp | 75.8%+0.2pp | 68.7%+7.3pp |
| Annual return | -4.70% | 2.95%-7.7pp | 9.68%-14.4pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $397 | $2,193-81.9% | $3,323-88.1% | $2,203-82.0% |
| Participant deferral / active EE | $3,152 | $2,591+21.7% | $3,652-13.7% | $3,192-1.2% |
| Admin fee / account holder | $39 | $3,610-98.9% | $5,300-99.3% | $4,297-99.1% |