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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 | $18,503 | $83,908-77.9% | $68,509-73.0% | $125,389-85.2% |
| Participation rate | 83.3% | 78.2%+5.2pp | 74.7%+8.6pp | 83.2%+0.1pp |
| Annual return | -6.08% | 14.48%-20.6pp | 8.27%-14.3pp | 282.24%-288.3pp |
| Employer contribution / active EE | $5,167 | $3,031+70.5% | $2,278+126.8% | $4,866+6.2% |
| Participant deferral / active EE | $6,167 | $4,125+49.5% | $3,382+82.3% | $5,352+15.2% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |