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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 | $18,946 | $127,387-85.1% | $115,038-83.5% | $125,389-84.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.81% | 31.28%-37.1pp | 26.14%-32.0pp | 282.24%-288.1pp |
| Employer contribution / active EE | $4,042 | $5,166-21.8% | $4,608-12.3% | $4,866-16.9% |
| Participant deferral / active EE | $5,768 | $6,423-10.2% | $6,026-4.3% | $5,352+7.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |