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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 | $7,085 | $127,387-94.4% | $115,038-93.8% | $125,389-94.3% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -4.24% | 31.28%-35.5pp | 26.14%-30.4pp | 282.24%-286.5pp |
| Employer contribution / active EE | $939 | $5,166-81.8% | $4,608-79.6% | $4,866-80.7% |
| Participant deferral / active EE | $3,295 | $6,423-48.7% | $6,026-45.3% | $5,352-38.4% |
| Admin fee / account holder | $45 | $9,516-99.5% | $8,175-99.5% | $9,541-99.5% |