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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 | $14,635 | $53,412-72.6% | $68,509-78.6% | $52,331-72.0% |
| Participation rate | 99.0% | 71.7%+27.4pp | 74.7%+24.3pp | 68.1%+30.9pp |
| Annual return | -3.04% | 3.42%-6.5pp | 8.27%-11.3pp | 4.54%-7.6pp |
| Employer contribution / active EE | $5,265 | $1,607+227.6% | $2,278+131.1% | $1,882+179.8% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $188 | $461-59.1% | $5,275-96.4% | $592-68.2% |