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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 | $14,720 | $72,027-79.6% | $185,861-92.1% | $79,856-81.6% |
| Participation rate | 95.6% | 65.8%+29.8pp | 78.0%+17.5pp | 69.6%+25.9pp |
| Annual return | -6.39% | 23.13%-29.5pp | 35.96%-42.4pp | 31.71%-38.1pp |
| Employer contribution / active EE | $4,235 | $1,965+115.5% | $4,088+3.6% | $2,471+71.4% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,503-100.0% | $5,306-100.0% |