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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 | $6,678 | $113,941-94.1% | $94,229-92.9% | $125,389-94.7% |
| Participation rate | 95.7% | 82.9%+12.8pp | 78.8%+16.9pp | 83.2%+12.5pp |
| Annual return | -8.21% | 5.29%-13.5pp | 10.68%-18.9pp | 282.24%-290.5pp |
| Employer contribution / active EE | $2,485 | $4,727-47.4% | $3,587-30.7% | $4,866-48.9% |
| Participant deferral / active EE | $3,555 | $5,179-31.4% | $4,320-17.7% | $5,352-33.6% |
| Admin fee / account holder | $184 | $8,392-97.8% | $6,269-97.1% | $9,541-98.1% |