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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 | $16,164 | $90,590-82.2% | $90,782-82.2% | $135,380-88.1% |
| Participation rate | 92.3% | 83.7%+8.6pp | 82.7%+9.7pp | 82.6%+9.7pp |
| Annual return | -11.98% | -3.40%-8.6pp | -3.42%-8.6pp | 519.81%-531.8pp |
| Employer contribution / active EE | $2,927 | $4,352-32.8% | $4,105-28.7% | $4,779-38.8% |
| Participant deferral / active EE | $8,034 | $5,407+48.6% | $5,366+49.7% | $5,609+43.2% |
| Admin fee / account holder | $141 | $7,683-98.2% | $5,908-97.6% | $10,828-98.7% |