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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 | $8,799 | $87,544-89.9% | $75,784-88.4% | $125,388-93.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.17% | 13.49%-19.7pp | 9.68%-15.9pp | 282.24%-288.4pp |
| Employer contribution / active EE | $2,681 | $3,930-31.8% | $3,323-19.3% | $4,866-44.9% |
| Participant deferral / active EE | $4,765 | $4,229+12.7% | $3,652+30.5% | $5,352-11.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |