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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 | $11,153 | $72,177-84.5% | $115,038-90.3% | $59,633-81.3% |
| Participation rate | 93.6% | 72.6%+21.1pp | 81.4%+12.3pp | 68.7%+24.9pp |
| Annual return | -3.87% | 12.02%-15.9pp | 26.14%-30.0pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $3,201 | $2,841+12.7% | $4,608-30.5% | $2,203+45.3% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $26 | $4,927-99.5% | $8,175-99.7% | $4,297-99.4% |