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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 | $8,467 | $62,589-86.5% | $76,768-89.0% | $64,173-86.8% |
| Participation rate | 92.6% | 72.8%+19.8pp | 77.0%+15.6pp | 69.6%+23.0pp |
| Annual return | -20.59% | -1.95%-18.6pp | 2.43%-23.0pp | 7.63%-28.2pp |
| Employer contribution / active EE | $2,259 | $1,832+23.3% | $2,485-9.1% | $2,381-5.1% |
| Participant deferral / active EE | $3,790 | $3,145+20.5% | $3,852-1.6% | $3,470+9.2% |
| Admin fee / account holder | $132 | $4,667-97.2% | $6,675-98.0% | $4,887-97.3% |