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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 | $8,355 | $140,592-94.1% | $123,105-93.2% | $125,389-93.3% |
| Participation rate | 91.7% | 88.2%+3.5pp | 86.8%+4.9pp | 83.2%+8.5pp |
| Annual return | -9.95% | 16.80%-26.7pp | 13.22%-23.2pp | 282.24%-292.2pp |
| Employer contribution / active EE | $3,347 | $6,041-44.6% | $5,151-35.0% | $4,866-31.2% |
| Participant deferral / active EE | $3,303 | $6,980-52.7% | $6,229-47.0% | $5,352-38.3% |
| Admin fee / account holder | $14 | $11,198-99.9% | $9,014-99.8% | $9,541-99.9% |