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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 | $11,241 | $86,701-87.0% | $73,309-84.7% | $125,388-91.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 74.9%+15.1pp | 83.2%+6.8pp |
| Annual return | -5.80% | 2.78%-8.6pp | 5.67%-11.5pp | 282.24%-288.0pp |
| Employer contribution / active EE | $853 | $4,152-79.5% | $3,237-73.6% | $4,866-82.5% |
| Participant deferral / active EE | $4,562 | $5,549-17.8% | $4,991-8.6% | $5,352-14.8% |
| Admin fee / account holder | $51 | $7,768-99.3% | $5,635-99.1% | $9,541-99.5% |