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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 | $7,685 | $127,387-94.0% | $115,038-93.3% | $125,389-93.9% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -6.26% | 31.28%-37.5pp | 26.14%-32.4pp | 282.24%-288.5pp |
| Employer contribution / active EE | $2,200 | $5,166-57.4% | $4,608-52.3% | $4,866-54.8% |
| Participant deferral / active EE | $3,314 | $6,423-48.4% | $6,026-45.0% | $5,352-38.1% |
| Admin fee / account holder | $75 | $9,516-99.2% | $8,175-99.1% | $9,541-99.2% |