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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 | $8,658 | $65,712-86.8% | $57,196-84.9% | $273,972-96.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -6.40% | 22.01%-28.4pp | 14.59%-21.0pp | 41.46%-47.9pp |
| Employer contribution / active EE | $2,220 | $3,280-32.3% | $2,683-17.2% | $4,869-54.4% |
| Participant deferral / active EE | $1,009 | $3,782-73.3% | $3,096-67.4% | $5,287-80.9% |
| Admin fee / account holder | $3 | $4,838-99.9% | $3,141-99.9% | $10,133-100.0% |