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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 | $14,171 | $127,096-88.9% | $105,736-86.6% | $135,380-89.5% |
| Participation rate | 72.7% | 82.7%-10.0pp | 76.3%-3.6pp | 82.6%-9.9pp |
| Annual return | -8.55% | 4.49%-13.0pp | 6.27%-14.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $2,799 | $4,107-31.8% | $3,268-14.4% | $4,779-41.4% |
| Participant deferral / active EE | $1,808 | $5,064-64.3% | $4,080-55.7% | $5,609-67.8% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |