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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 | $14,809 | $140,578-89.5% | $100,671-85.3% | $125,389-88.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -5.99% | 24.67%-30.7pp | 20.43%-26.4pp | 282.24%-288.2pp |
| Employer contribution / active EE | $6,381 | $5,965+7.0% | $4,012+59.0% | $4,866+31.1% |
| Participant deferral / active EE | $533 | $3,981-86.6% | $3,144-83.0% | $5,352-90.0% |
| Admin fee / account holder | $128 | $6,716-98.1% | $4,850-97.4% | $9,541-98.7% |