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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 | $11,358 | $81,446-86.1% | $103,374-89.0% | $80,874-86.0% |
| Participation rate | 94.6% | 66.9%+27.7pp | 74.5%+20.1pp | 67.6%+26.9pp |
| Annual return | -2.57% | 25.57%-28.1pp | 24.89%-27.5pp | 35.62%-38.2pp |
| Employer contribution / active EE | $2,512 | $3,107-19.2% | $3,869-35.1% | $2,756-8.9% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $222 | $6,715-96.7% | $8,394-97.4% | $6,935-96.8% |