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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 | $12,543 | $61,660-79.7% | $80,022-84.3% | $64,173-80.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -15.79% | -0.33%-15.5pp | 11.22%-27.0pp | 7.63%-23.4pp |
| Employer contribution / active EE | $2,324 | $1,810+28.4% | $2,468-5.8% | $2,381-2.4% |
| Participant deferral / active EE | $4,067 | $2,968+37.0% | $3,686+10.3% | $3,470+17.2% |
| Admin fee / account holder | $231 | $5,417-95.7% | $6,521-96.5% | $4,887-95.3% |