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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 | $17,627 | $73,009-75.9% | $90,760-80.6% | $68,486-74.3% |
| Participation rate | 90.2% | 70.8%+19.3pp | 75.7%+14.5pp | 67.9%+22.3pp |
| Annual return | -19.32% | -13.81%-5.5pp | -12.16%-7.2pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,574 | $2,193+17.4% | $2,922-11.9% | $2,597-0.9% |
| Participant deferral / active EE | $4,503 | $3,626+24.2% | $4,565-1.4% | $4,028+11.8% |
| Admin fee / account holder | $269 | $5,896-95.4% | $8,444-96.8% | $5,404-95.0% |