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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 | $13,367 | $127,387-89.5% | $115,038-88.4% | $125,389-89.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.38% | 31.28%-36.7pp | 26.14%-31.5pp | 282.24%-287.6pp |
| Employer contribution / active EE | $1,517 | $5,166-70.6% | $4,608-67.1% | $4,866-68.8% |
| Participant deferral / active EE | $2,911 | $6,423-54.7% | $6,026-51.7% | $5,352-45.6% |
| Admin fee / account holder | $179 | $9,516-98.1% | $8,175-97.8% | $9,541-98.1% |