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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 | $12,518 | $127,387-90.2% | $115,038-89.1% | $125,389-90.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -10.05% | 31.28%-41.3pp | 26.14%-36.2pp | 282.24%-292.3pp |
| Employer contribution / active EE | $1,508 | $5,166-70.8% | $4,608-67.3% | $4,866-69.0% |
| Participant deferral / active EE | $7,761 | $6,423+20.8% | $6,026+28.8% | $5,352+45.0% |
| Admin fee / account holder | $60 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |