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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 | $21,757 | $61,660-64.7% | $80,022-72.8% | $64,173-66.1% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | -11.01% | -0.33%-10.7pp | 11.22%-22.2pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,246 | $1,810-31.2% | $2,468-49.5% | $2,381-47.7% |
| Participant deferral / active EE | $6,678 | $2,968+125.0% | $3,686+81.2% | $3,470+92.5% |
| Admin fee / account holder | $147 | $5,417-97.3% | $6,521-97.7% | $4,887-97.0% |