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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 | $22,621 | $167,503-86.5% | $151,627-85.1% | $134,493-83.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -22.97% | 7.80%-30.8pp | 3.33%-26.3pp | 418.01%-441.0pp |
| Employer contribution / active EE | $1,985 | $6,829-70.9% | $6,166-67.8% | $4,740-58.1% |
| Participant deferral / active EE | $5,547 | $8,985-38.3% | $8,363-33.7% | $6,400-13.3% |
| Admin fee / account holder | $155 | $13,777-98.9% | $11,612-98.7% | $11,425-98.6% |