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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 | $22,128 | $84,936-73.9% | $111,308-80.1% | $79,391-72.1% |
| Participation rate | 96.0% | 75.9%+20.1pp | 77.3%+18.7pp | 70.7%+25.3pp |
| Annual return | -11.11% | 17.45%-28.6pp | 54.67%-65.8pp | 116.88%-128.0pp |
| Employer contribution / active EE | $2,634 | $1,979+33.1% | $2,732-3.6% | $2,428+8.5% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $250 | $537-53.4% | $7,965-96.9% | $627-60.0% |