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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 | $26,388 | $140,592-81.2% | $123,105-78.6% | $125,389-79.0% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -6.02% | 16.80%-22.8pp | 13.22%-19.2pp | 282.24%-288.3pp |
| Employer contribution / active EE | $2,657 | $6,041-56.0% | $5,151-48.4% | $4,866-45.4% |
| Participant deferral / active EE | $7,409 | $6,980+6.1% | $6,229+18.9% | $5,352+38.4% |
| Admin fee / account holder | $126 | $11,198-98.9% | $9,014-98.6% | $9,541-98.7% |