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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 | $16,394 | $96,558-83.0% | $80,977-79.8% | $273,972-94.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -2.69% | 15.14%-17.8pp | 17.11%-19.8pp | 41.46%-44.1pp |
| Employer contribution / active EE | $5,645 | $4,869+15.9% | $3,715+52.0% | $4,869+15.9% |
| Participant deferral / active EE | $1,713 | $6,598-74.0% | $5,696-69.9% | $5,287-67.6% |
| Admin fee / account holder | $278 | $7,493-96.3% | $5,517-95.0% | $10,133-97.3% |