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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 | $8,745 | $71,480-87.8% | $90,782-90.4% | $64,173-86.4% |
| Participation rate | 86.3% | 77.6%+8.7pp | 82.7%+3.6pp | 69.6%+16.7pp |
| Annual return | -17.92% | -4.25%-13.7pp | -3.42%-14.5pp | 7.63%-25.5pp |
| Employer contribution / active EE | $2,143 | $3,415-37.2% | $4,105-47.8% | $2,381-10.0% |
| Participant deferral / active EE | $4,709 | $4,302+9.5% | $5,366-12.2% | $3,470+35.7% |
| Admin fee / account holder | $210 | $6,309-96.7% | $5,908-96.4% | $4,887-95.7% |