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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 | $12,140 | $113,941-89.3% | $94,229-87.1% | $125,389-90.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.98% | 5.29%-11.3pp | 10.68%-16.7pp | 282.24%-288.2pp |
| Employer contribution / active EE | $3,155 | $4,727-33.3% | $3,587-12.0% | $4,866-35.2% |
| Participant deferral / active EE | $3,191 | $5,179-38.4% | $4,320-26.1% | $5,352-40.4% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |