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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 | $11,577 | $64,729-82.1% | $112,263-89.7% | $68,490-83.1% |
| Participation rate | 87.8% | 67.2%+20.7pp | 75.1%+12.7pp | 67.9%+19.9pp |
| Annual return | -22.08% | -11.40%-10.7pp | 27.49%-49.6pp | -7.85%-14.2pp |
| Employer contribution / active EE | $1,869 | $2,746-31.9% | $3,636-48.6% | $2,597-28.0% |
| Participant deferral / active EE | $3,918 | $3,566+9.9% | $4,729-17.2% | $4,028-2.7% |
| Admin fee / account holder | $245 | $5,222-95.3% | $6,410-96.2% | $5,403-95.5% |