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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 | $1,135 | $67,411-98.3% | $91,004-98.8% | $70,124-98.4% |
| Participation rate | 75.9% | 71.4%+4.5pp | 75.6%+0.3pp | 69.5%+6.3pp |
| Annual return | 9.40% | -40.16%+49.6pp | 4.60%+4.8pp | 73.14%-63.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | -$6 | $4,236-100.1% | $5,417-100.1% | $4,645-100.1% |