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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 | $9,132 | $45,438-79.9% | $80,004-88.6% | $59,633-84.7% |
| Participation rate | 85.7% | 63.7%+22.0pp | 73.0%+12.7pp | 68.7%+17.0pp |
| Annual return | -7.03% | 5.10%-12.1pp | 7.63%-14.7pp | 2041.45%-2048.5pp |
| Employer contribution / active EE | $2,121 | $1,236+71.6% | $2,473-14.2% | $2,203-3.7% |
| Participant deferral / active EE | $3,403 | $2,231+52.5% | $3,204+6.2% | $3,192+6.6% |
| Admin fee / account holder | $90 | $3,464-97.4% | $5,033-98.2% | $4,297-97.9% |