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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 | $7,714 | $87,544-91.2% | $75,784-89.8% | $125,388-93.8% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | -11.99% | 13.49%-25.5pp | 9.68%-21.7pp | 282.24%-294.2pp |
| Employer contribution / active EE | $2,253 | $3,930-42.7% | $3,323-32.2% | $4,866-53.7% |
| Participant deferral / active EE | $3,842 | $4,229-9.2% | $3,652+5.2% | $5,352-28.2% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |