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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 | $6,165 | $99,345-93.8% | $84,753-92.7% | $273,972-97.7% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | -2.30% | 22.93%-25.2pp | 22.78%-25.1pp | 41.46%-43.8pp |
| Employer contribution / active EE | $1,944 | $4,214-53.9% | $3,574-45.6% | $4,869-60.1% |
| Participant deferral / active EE | $1,944 | $4,270-54.5% | $3,712-47.6% | $5,287-63.2% |
| Admin fee / account holder | $13 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |