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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 | $17,621 | $127,386-86.2% | $115,037-84.7% | $125,388-85.9% |
| Participation rate | 73.3% | 84.2%-10.8pp | 81.4%-8.0pp | 83.2%-9.9pp |
| Annual return | -3.86% | 31.28%-35.1pp | 26.14%-30.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,635 | $5,166-68.4% | $4,608-64.5% | $4,866-66.4% |
| Participant deferral / active EE | $3,104 | $6,423-51.7% | $6,026-48.5% | $5,352-42.0% |
| Admin fee / account holder | $121 | $9,516-98.7% | $8,175-98.5% | $9,541-98.7% |