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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 | $10,892 | $129,959-91.6% | $104,301-89.6% | $134,509-91.9% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -21.02% | 42.04%-63.1pp | 24.61%-45.6pp | 418.13%-439.1pp |
| Employer contribution / active EE | $1,810 | $4,185-56.8% | $3,373-46.3% | $4,741-61.8% |
| Participant deferral / active EE | $4,433 | $5,589-20.7% | $4,626-4.2% | $6,400-30.7% |
| Admin fee / account holder | $165 | $9,325-98.2% | $7,340-97.8% | $11,427-98.6% |