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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 | $15,026 | $140,592-89.3% | $123,105-87.8% | $125,389-88.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -7.27% | 16.80%-24.1pp | 13.22%-20.5pp | 282.24%-289.5pp |
| Employer contribution / active EE | $5,326 | $6,041-11.8% | $5,151+3.4% | $4,866+9.5% |
| Participant deferral / active EE | $4,495 | $6,980-35.6% | $6,229-27.9% | $5,352-16.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |