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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 | $17,247 | $167,353-89.7% | $143,797-88.0% | $134,545-87.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -21.31% | 0.48%-21.8pp | -0.04%-21.3pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,217 | $5,620-78.4% | $4,952-75.4% | $4,742-74.3% |
| Participant deferral / active EE | $4,224 | $6,447-34.5% | $5,638-25.1% | $6,401-34.0% |
| Admin fee / account holder | $134 | $18,096-99.3% | $14,679-99.1% | $11,431-98.8% |