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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 | $16,174 | $62,583-74.2% | $76,767-78.9% | $64,173-74.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -9.73% | -1.95%-7.8pp | 2.43%-12.2pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,618 | $1,832+42.9% | $2,485+5.3% | $2,381+9.9% |
| Participant deferral / active EE | $5,265 | $3,145+67.4% | $3,852+36.7% | $3,470+51.8% |
| Admin fee / account holder | $40 | $4,667-99.1% | $6,675-99.4% | $4,887-99.2% |