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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 | $85,196-90.0% | $76,383-88.8% | $145,897-94.1% |
| Participation rate | 93.3% | 82.9%+10.4pp | 79.3%+14.1pp | 80.3%+13.0pp |
| Annual return | -2.38% | 13.13%-15.5pp | 13.79%-16.2pp | 552.29%-554.7pp |
| Employer contribution / active EE | $3,333 | $5,268-36.7% | $4,587-27.3% | $4,663-28.5% |
| Participant deferral / active EE | $0 | $6,386-100.0% | $5,474-100.0% | $6,689-100.0% |
| Admin fee / account holder | $48 | $5,786-99.2% | $5,147-99.1% | $13,390-99.6% |