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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 | $10,643 | $87,542-87.8% | $75,782-86.0% | $125,393-91.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.17% | 13.48%-19.7pp | 9.68%-15.8pp | 282.23%-288.4pp |
| Employer contribution / active EE | $2,919 | $3,930-25.7% | $3,323-12.2% | $4,866-40.0% |
| Participant deferral / active EE | $3,295 | $4,229-22.1% | $3,652-9.8% | $5,351-38.4% |
| Admin fee / account holder | $79 | $6,502-98.8% | $5,300-98.5% | $9,541-99.2% |