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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 | $16,731 | $62,583-73.3% | $76,767-78.2% | $64,173-73.9% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -12.33% | -1.95%-10.4pp | 2.43%-14.8pp | 7.63%-20.0pp |
| Employer contribution / active EE | $1,560 | $1,832-14.9% | $2,485-37.2% | $2,381-34.5% |
| Participant deferral / active EE | $4,370 | $3,145+38.9% | $3,852+13.4% | $3,470+25.9% |
| Admin fee / account holder | $110 | $4,667-97.6% | $6,675-98.3% | $4,887-97.7% |