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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 | $8,354 | $45,082-81.5% | $69,464-88.0% | $72,975-88.6% |
| Participation rate | 70.6% | 68.5%+2.1pp | 74.6%-4.0pp | 69.5%+1.1pp |
| Annual return | -8.25% | 22.66%-30.9pp | 28.98%-37.2pp | 81.01%-89.3pp |
| Employer contribution / active EE | $2,160 | $2,055+5.1% | $2,779-22.3% | $2,440-11.5% |
| Participant deferral / active EE | $1,639 | $2,604-37.1% | $3,536-53.7% | $3,608-54.6% |
| Admin fee / account holder | $67 | $3,057-97.8% | $3,840-98.3% | $5,124-98.7% |