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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 | $6,556 | $81,840-92.0% | $63,412-89.7% | $125,393-94.8% |
| Participation rate | 81.3% | 73.0%+8.2pp | 67.1%+14.1pp | 83.2%-1.9pp |
| Annual return | -7.63% | -0.10%-7.5pp | 4.04%-11.7pp | 282.23%-289.9pp |
| Employer contribution / active EE | $1,585 | $2,377-33.3% | $1,814-12.6% | $4,866-67.4% |
| Participant deferral / active EE | $3,541 | $3,064+15.6% | $2,496+41.9% | $5,351-33.8% |
| Admin fee / account holder | $143 | $4,951-97.1% | $3,753-96.2% | $9,541-98.5% |