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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 | $10,664 | $87,546-87.8% | $75,784-85.9% | $125,389-91.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.36% | 13.49%-17.8pp | 9.68%-14.0pp | 282.24%-286.6pp |
| Employer contribution / active EE | $822 | $3,930-79.1% | $3,323-75.3% | $4,866-83.1% |
| Participant deferral / active EE | $4,140 | $4,230-2.1% | $3,652+13.4% | $5,352-22.6% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |