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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 | $13,330 | $81,870-83.7% | $119,622-88.9% | $68,486-80.5% |
| Participation rate | 85.3% | 71.9%+13.4pp | 79.3%+6.0pp | 67.9%+17.4pp |
| Annual return | -20.07% | -23.82%+3.7pp | -14.98%-5.1pp | -7.85%-12.2pp |
| Employer contribution / active EE | $2,246 | $2,692-16.6% | $4,232-46.9% | $2,597-13.5% |
| Participant deferral / active EE | $4,499 | $4,148+8.5% | $5,601-19.7% | $4,028+11.7% |
| Admin fee / account holder | $269 | $6,583-95.9% | $10,328-97.4% | $5,404-95.0% |