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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 | $17,396 | $127,387-86.3% | $115,038-84.9% | $125,389-86.1% |
| Participation rate | 93.8% | 84.2%+9.6pp | 81.4%+12.4pp | 83.2%+10.6pp |
| Annual return | -3.97% | 31.28%-35.3pp | 26.14%-30.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $4,347 | $5,166-15.9% | $4,608-5.7% | $4,866-10.7% |
| Participant deferral / active EE | $8,536 | $6,423+32.9% | $6,026+41.6% | $5,352+59.5% |
| Admin fee / account holder | $94 | $9,516-99.0% | $8,175-98.9% | $9,541-99.0% |