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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 | $17,512 | $127,387-86.3% | $115,038-84.8% | $125,389-86.0% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | -4.65% | 31.28%-35.9pp | 26.14%-30.8pp | 282.24%-286.9pp |
| Employer contribution / active EE | $1,852 | $5,166-64.2% | $4,608-59.8% | $4,866-61.9% |
| Participant deferral / active EE | $6,622 | $6,423+3.1% | $6,026+9.9% | $5,352+23.7% |
| Admin fee / account holder | $168 | $9,516-98.2% | $8,175-97.9% | $9,541-98.2% |