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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 | $15,476 | $167,533-90.8% | $151,645-89.8% | $134,545-88.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -22.39% | 7.81%-30.2pp | 3.34%-25.7pp | 418.37%-440.8pp |
| Employer contribution / active EE | $3,936 | $6,828-42.4% | $6,165-36.2% | $4,742-17.0% |
| Participant deferral / active EE | $5,552 | $8,985-38.2% | $8,363-33.6% | $6,401-13.3% |
| Admin fee / account holder | $41 | $13,781-99.7% | $11,614-99.6% | $11,431-99.6% |