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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 | $8,540 | $85,094-90.0% | $76,327-88.8% | $145,877-94.1% |
| Participation rate | 93.3% | 82.9%+10.5pp | 79.2%+14.1pp | 80.3%+13.0pp |
| Annual return | -2.38% | 13.13%-15.5pp | 13.79%-16.2pp | 551.28%-553.7pp |
| Employer contribution / active EE | $3,333 | $5,261-36.6% | $4,584-27.3% | $4,663-28.5% |
| Participant deferral / active EE | $0 | $6,390-100.0% | $5,478-100.0% | $6,691-100.0% |
| Admin fee / account holder | $48 | $5,773-99.2% | $5,139-99.1% | $13,402-99.6% |