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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 | $11,775 | $92,219-87.2% | $76,767-84.7% | $135,380-91.3% |
| Participation rate | 93.8% | 79.8%+14.0pp | 77.0%+16.8pp | 82.6%+11.1pp |
| Annual return | -19.36% | 5.46%-24.8pp | 2.43%-21.8pp | 519.81%-539.2pp |
| Employer contribution / active EE | $2,525 | $3,216-21.5% | $2,485+1.6% | $4,779-47.2% |
| Participant deferral / active EE | $5,162 | $4,508+14.5% | $3,852+34.0% | $5,609-8.0% |
| Admin fee / account holder | $113 | $10,749-98.9% | $6,675-98.3% | $10,828-99.0% |