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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 | $16,584 | $127,387-87.0% | $115,038-85.6% | $125,389-86.8% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -6.76% | 31.28%-38.0pp | 26.14%-32.9pp | 282.24%-289.0pp |
| Employer contribution / active EE | $1,488 | $5,166-71.2% | $4,608-67.7% | $4,866-69.4% |
| Participant deferral / active EE | $6,850 | $6,423+6.7% | $6,026+13.7% | $5,352+28.0% |
| Admin fee / account holder | $229 | $9,516-97.6% | $8,175-97.2% | $9,541-97.6% |