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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 | $17,150 | $127,387-86.5% | $115,038-85.1% | $125,389-86.3% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -4.95% | 31.28%-36.2pp | 26.14%-31.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $1,754 | $5,166-66.1% | $4,608-61.9% | $4,866-64.0% |
| Participant deferral / active EE | $7,583 | $6,423+18.1% | $6,026+25.8% | $5,352+41.7% |
| Admin fee / account holder | $130 | $9,516-98.6% | $8,175-98.4% | $9,541-98.6% |