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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 | $14,162 | $52,911-73.2% | $73,309-80.7% | $59,633-76.3% |
| Participation rate | 80.0% | 68.2%+11.8pp | 74.9%+5.1pp | 68.7%+11.3pp |
| Annual return | -5.58% | 12.20%-17.8pp | 5.67%-11.3pp | 2041.45%-2047.0pp |
| Employer contribution / active EE | $2,854 | $1,909+49.5% | $3,237-11.9% | $2,203+29.6% |
| Participant deferral / active EE | $5,482 | $4,069+34.7% | $4,991+9.8% | $3,192+71.8% |
| Admin fee / account holder | $4 | $3,835-99.9% | $5,635-99.9% | $4,297-99.9% |