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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 | $10,997 | $87,544-87.4% | $75,784-85.5% | $125,388-91.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.58% | 13.49%-19.1pp | 9.68%-15.3pp | 282.24%-287.8pp |
| Employer contribution / active EE | $3,936 | $3,930+0.2% | $3,323+18.4% | $4,866-19.1% |
| Participant deferral / active EE | $11,680 | $4,229+176.1% | $3,652+219.8% | $5,352+118.2% |
| Admin fee / account holder | $111 | $6,502-98.3% | $5,300-97.9% | $9,541-98.8% |