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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 | $19,763 | $113,941-82.7% | $94,228-79.0% | $125,388-84.2% |
| Participation rate | 94.1% | 82.9%+11.2pp | 78.8%+15.3pp | 83.2%+10.9pp |
| Annual return | -3.96% | 5.29%-9.2pp | 10.68%-14.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,079 | $4,727-77.2% | $3,587-69.9% | $4,866-77.8% |
| Participant deferral / active EE | $6,084 | $5,179+17.5% | $4,320+40.8% | $5,352+13.7% |
| Admin fee / account holder | $21 | $8,392-99.7% | $6,269-99.7% | $9,541-99.8% |