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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 | $24,571 | $177,595-86.2% | $148,496-83.5% | $198,609-87.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -0.75% | 9.97%-10.7pp | 12.33%-13.1pp | 202.70%-203.4pp |
| Employer contribution / active EE | $1,590 | $4,098-61.2% | $3,497-54.6% | $5,055-68.6% |
| Participant deferral / active EE | $4,327 | $5,539-21.9% | $4,808-10.0% | $6,977-38.0% |
| Admin fee / account holder | $164 | $27,010-99.4% | $19,547-99.2% | $19,030-99.1% |