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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 | $12,039 | $67,411-82.1% | $91,004-86.8% | $70,126-82.8% |
| Participation rate | 96.2% | 71.4%+24.8pp | 75.6%+20.6pp | 69.5%+26.6pp |
| Annual return | 9.92% | -40.16%+50.1pp | 4.60%+5.3pp | 73.15%-63.2pp |
| Employer contribution / active EE | $3,114 | $1,786+74.4% | $2,456+26.8% | $2,343+32.9% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $181 | $4,236-95.7% | $5,417-96.7% | $4,645-96.1% |