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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 | $81,476-86.1% | $102,383-88.9% | $80,925-86.0% |
| Participation rate | 94.6% | 66.8%+27.7pp | 74.5%+20.1pp | 67.7%+26.9pp |
| Annual return | -2.57% | 25.59%-28.2pp | 24.94%-27.5pp | 35.65%-38.2pp |
| Employer contribution / active EE | $2,512 | $3,105-19.1% | $3,870-35.1% | $2,756-8.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $222 | $6,717-96.7% | $8,391-97.4% | $6,940-96.8% |