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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 | $14,511 | $87,544-83.4% | $75,784-80.9% | $125,388-88.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.08% | 13.49%-17.6pp | 9.68%-13.8pp | 282.24%-286.3pp |
| Employer contribution / active EE | $6,027 | $3,930+53.4% | $3,323+81.4% | $4,866+23.9% |
| Participant deferral / active EE | $1,508 | $4,229-64.3% | $3,652-58.7% | $5,352-71.8% |
| Admin fee / account holder | $287 | $6,502-95.6% | $5,300-94.6% | $9,541-97.0% |