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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 | $25,522 | $82,028-68.9% | $123,105-79.3% | $59,633-57.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -5.10% | 5.12%-10.2pp | 13.22%-18.3pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $6,313 | $3,297+91.5% | $5,151+22.6% | $2,203+186.6% |
| Participant deferral / active EE | $10,243 | $4,667+119.5% | $6,229+64.4% | $3,192+220.9% |
| Admin fee / account holder | $117 | $5,879-98.0% | $9,014-98.7% | $4,297-97.3% |