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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 | $14,860 | $181,896-91.8% | $156,551-90.5% | $273,972-94.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | -10.69% | 30.74%-41.4pp | 32.23%-42.9pp | 41.46%-52.1pp |
| Employer contribution / active EE | $1,979 | $6,248-68.3% | $5,501-64.0% | $4,869-59.4% |
| Participant deferral / active EE | $7,696 | $5,550+38.7% | $4,871+58.0% | $5,287+45.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |