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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 | $14,728 | $127,387-88.4% | $115,038-87.2% | $125,389-88.3% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -7.89% | 31.28%-39.2pp | 26.14%-34.0pp | 282.24%-290.1pp |
| Employer contribution / active EE | $972 | $5,166-81.2% | $4,608-78.9% | $4,866-80.0% |
| Participant deferral / active EE | $6,281 | $6,423-2.2% | $6,026+4.2% | $5,352+17.4% |
| Admin fee / account holder | $24 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |