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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 | $7,891 | $158,852-95.0% | $121,220-93.5% | $135,380-94.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.8%+11.6pp | 82.6%+0.7pp |
| Annual return | -10.28% | -0.64%-9.6pp | 16.94%-27.2pp | 519.81%-530.1pp |
| Employer contribution / active EE | $4,065 | $5,666-28.2% | $4,023+1.1% | $4,779-14.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $84 | $6,515-98.7% | $5,021-98.3% | $10,828-99.2% |