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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 | $14,942 | $167,353-91.1% | $143,797-89.6% | $134,545-88.9% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -21.43% | 0.48%-21.9pp | -0.04%-21.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $2,776 | $5,620-50.6% | $4,952-43.9% | $4,742-41.5% |
| Participant deferral / active EE | $6,577 | $6,447+2.0% | $5,638+16.7% | $6,401+2.7% |
| Admin fee / account holder | $278 | $18,096-98.5% | $14,679-98.1% | $11,431-97.6% |