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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 | $8,881 | $77,816-88.6% | $123,549-92.8% | $64,181-86.2% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.3%+15.2pp | 69.6%+27.9pp |
| Annual return | -14.29% | 12.49%-26.8pp | 119.20%-133.5pp | 7.63%-21.9pp |
| Employer contribution / active EE | $2,093 | $3,014-30.6% | $4,628-54.8% | $2,381-12.1% |
| Participant deferral / active EE | $4,331 | $5,240-17.3% | $6,426-32.6% | $3,470+24.8% |
| Admin fee / account holder | $54 | $5,519-99.0% | $9,284-99.4% | $4,887-98.9% |