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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 | $16,637 | $96,558-82.8% | $80,977-79.5% | $273,972-93.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -4.65% | 15.14%-19.8pp | 17.11%-21.8pp | 41.46%-46.1pp |
| Employer contribution / active EE | $6,625 | $4,869+36.1% | $3,715+78.4% | $4,869+36.1% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13 | $7,493-99.8% | $5,517-99.8% | $10,133-99.9% |