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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 | $13,242 | $99,032-86.6% | $80,022-83.5% | $135,380-90.2% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | -9.05% | 15.39%-24.4pp | 11.22%-20.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,143 | $3,043-62.4% | $2,468-53.7% | $4,779-76.1% |
| Participant deferral / active EE | $2,805 | $4,282-34.5% | $3,686-23.9% | $5,609-50.0% |
| Admin fee / account holder | $173 | $10,436-98.3% | $6,521-97.3% | $10,828-98.4% |