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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 | $8,824 | $54,763-83.9% | $90,324-90.2% | $72,976-87.9% |
| Participation rate | 84.6% | 65.2%+19.5pp | 73.3%+11.3pp | 69.5%+15.1pp |
| Annual return | -2.62% | 30.63%-33.2pp | 78.15%-80.8pp | 81.02%-83.6pp |
| Employer contribution / active EE | $3,338 | $2,093+59.5% | $2,856+16.9% | $2,440+36.8% |
| Participant deferral / active EE | $1,317 | $2,887-54.4% | $3,885-66.1% | $3,608-63.5% |
| Admin fee / account holder | $256 | $3,973-93.6% | $5,356-95.2% | $5,124-95.0% |