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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 | $12,496 | $83,908-85.1% | $68,509-81.8% | $125,388-90.0% |
| Participation rate | 83.3% | 78.2%+5.2pp | 74.7%+8.6pp | 83.2%+0.1pp |
| Annual return | -7.10% | 14.48%-21.6pp | 8.27%-15.4pp | 282.24%-289.3pp |
| Employer contribution / active EE | $896 | $3,031-70.4% | $2,278-60.7% | $4,866-81.6% |
| Participant deferral / active EE | $2,882 | $4,125-30.1% | $3,382-14.8% | $5,352-46.1% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |