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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 | $11,675 | $93,064-87.5% | $74,577-84.3% | $273,972-95.7% |
| Participation rate | 94.1% | 74.9%+19.2pp | 68.1%+26.0pp | 83.0%+11.1pp |
| Annual return | -1.16% | 26.18%-27.3pp | 20.47%-21.6pp | 41.46%-42.6pp |
| Employer contribution / active EE | $1,394 | $3,160-55.9% | $2,525-44.8% | $4,869-71.4% |
| Participant deferral / active EE | $2,134 | $4,160-48.7% | $3,458-38.3% | $5,287-59.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |