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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 | $17,058 | $140,592-87.9% | $123,105-86.1% | $125,389-86.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.04% | 16.80%-21.8pp | 13.22%-18.3pp | 282.24%-287.3pp |
| Employer contribution / active EE | $2,804 | $6,041-53.6% | $5,151-45.6% | $4,866-42.4% |
| Participant deferral / active EE | $8,082 | $6,980+15.8% | $6,229+29.7% | $5,352+51.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |