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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 | $14,193 | $127,387-88.9% | $115,038-87.7% | $125,389-88.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.42% | 31.28%-35.7pp | 26.14%-30.6pp | 282.24%-286.7pp |
| Employer contribution / active EE | $1,646 | $5,166-68.1% | $4,608-64.3% | $4,866-66.2% |
| Participant deferral / active EE | $2,118 | $6,423-67.0% | $6,026-64.9% | $5,352-60.4% |
| Admin fee / account holder | $3 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |