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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 | $7,141 | $127,386-94.4% | $115,037-93.8% | $125,388-94.3% |
| Participation rate | 76.9% | 84.2%-7.2pp | 81.4%-4.4pp | 83.2%-6.3pp |
| Annual return | -4.38% | 31.28%-35.7pp | 26.14%-30.5pp | 282.24%-286.6pp |
| Employer contribution / active EE | $2,084 | $5,166-59.7% | $4,608-54.8% | $4,866-57.2% |
| Participant deferral / active EE | $2,929 | $6,423-54.4% | $6,026-51.4% | $5,352-45.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |