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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 | $14,231 | $56,894-75.0% | $84,753-83.2% | $62,881-77.4% |
| Participation rate | 93.3% | 68.5%+24.8pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | -4.76% | 6.30%-11.1pp | 22.78%-27.5pp | 20.14%-24.9pp |
| Employer contribution / active EE | $1,111 | $2,400-53.7% | $3,574-68.9% | $2,281-51.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $282 | $3,581-92.1% | $5,333-94.7% | $4,296-93.4% |