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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 | $14,197 | $64,719-78.1% | $112,249-87.4% | $68,486-79.3% |
| Participation rate | 72.6% | 67.2%+5.5pp | 75.1%-2.4pp | 67.9%+4.7pp |
| Annual return | -25.04% | -11.40%-13.6pp | 27.48%-52.5pp | -7.85%-17.2pp |
| Employer contribution / active EE | $3,084 | $2,747+12.3% | $3,636-15.2% | $2,597+18.8% |
| Participant deferral / active EE | $3,210 | $3,565-10.0% | $4,729-32.1% | $4,028-20.3% |
| Admin fee / account holder | $293 | $5,232-94.4% | $6,412-95.4% | $5,404-94.6% |