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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 | $18,177 | $99,032-81.6% | $80,022-77.3% | $135,379-86.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.10% | 15.39%-25.5pp | 11.22%-21.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $2,302 | $3,043-24.4% | $2,468-6.7% | $4,779-51.8% |
| Participant deferral / active EE | $5,509 | $4,282+28.6% | $3,686+49.5% | $5,609-1.8% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,828-99.9% |