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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 | $14,577 | $77,817-81.3% | $123,553-88.2% | $64,173-77.3% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -10.16% | 12.49%-22.6pp | 119.21%-129.4pp | 7.63%-17.8pp |
| Employer contribution / active EE | $989 | $3,014-67.2% | $4,628-78.6% | $2,381-58.5% |
| Participant deferral / active EE | $2,234 | $5,240-57.4% | $6,426-65.2% | $3,470-35.6% |
| Admin fee / account holder | $249 | $5,519-95.5% | $9,284-97.3% | $4,887-94.9% |