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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 | $16,500 | $71,878-77.0% | $86,698-81.0% | $68,486-75.9% |
| Participation rate | 95.7% | 72.2%+23.5pp | 76.6%+19.2pp | 67.9%+27.9pp |
| Annual return | -22.74% | 3.53%-26.3pp | 35.95%-58.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $2,882 | $2,173+32.6% | $2,837+1.6% | $2,597+11.0% |
| Participant deferral / active EE | $3,643 | $3,779-3.6% | $4,656-21.8% | $4,028-9.5% |
| Admin fee / account holder | $222 | $6,113-96.4% | $7,493-97.0% | $5,404-95.9% |