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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 | $17,762 | $211,946-91.6% | $169,452-89.5% | $135,380-86.9% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -9.93% | 3.26%-13.2pp | 1.83%-11.8pp | 519.81%-529.7pp |
| Employer contribution / active EE | $2,208 | $5,117-56.8% | $4,157-46.9% | $4,779-53.8% |
| Participant deferral / active EE | $2,494 | $6,075-59.0% | $5,277-52.7% | $5,609-55.5% |
| Admin fee / account holder | $299 | $11,472-97.4% | $9,110-96.7% | $10,828-97.2% |