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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 | $16,957 | $64,729-73.8% | $112,263-84.9% | $68,490-75.2% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -23.24% | -11.40%-11.8pp | 27.49%-50.7pp | -7.85%-15.4pp |
| Employer contribution / active EE | $3,283 | $2,746+19.6% | $3,636-9.7% | $2,597+26.4% |
| Participant deferral / active EE | $2,473 | $3,566-30.7% | $4,729-47.7% | $4,028-38.6% |
| Admin fee / account holder | $103 | $5,222-98.0% | $6,410-98.4% | $5,403-98.1% |