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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 | $23,204 | $94,529-75.5% | $140,019-83.4% | $64,173-63.8% |
| Participation rate | 72.6% | 84.1%-11.5pp | 87.5%-14.9pp | 69.6%+3.0pp |
| Annual return | -11.18% | 7.77%-19.0pp | 651.17%-662.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $2,154 | $3,812-43.5% | $5,605-61.6% | $2,381-9.5% |
| Participant deferral / active EE | $3,781 | $5,250-28.0% | $6,927-45.4% | $3,470+9.0% |
| Admin fee / account holder | $252 | $6,741-96.3% | $10,705-97.6% | $4,887-94.8% |