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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 | $12,517 | $53,596-76.6% | $90,655-86.2% | $64,181-80.5% |
| Participation rate | 86.4% | 64.5%+21.8pp | 74.0%+12.3pp | 69.6%+16.8pp |
| Annual return | -10.83% | 4.41%-15.2pp | 1.89%-12.7pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,531 | $1,503+1.9% | $2,532-39.5% | $2,381-35.7% |
| Participant deferral / active EE | $3,093 | $2,459+25.8% | $3,425-9.7% | $3,470-10.8% |
| Admin fee / account holder | $41 | $3,868-98.9% | $4,994-99.2% | $4,887-99.2% |